WEALTHPOINT ADVISORS LLC
Indianapolis, Indiana
5.0
1 Review
Wealthpoint Advisors LLC, based out of Indianapolis, IN, is a small investment advisory firm dedicated to providing exceptional financial guidance and investment management services. With a team of six highly skilled professionals, four of whom specialize in investment advisory services, Wealthpoint Advisors is committed to helping clients achieve their financial goals. With an impressive average of approximately $161,150,000 in assets under management per investment advisor, Wealthpoint Advisors stands out as a leader in the industry. Their compensation structure is diverse and flexible, offering clients options such as a percen...
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Assets Under Mgmt

$271.92M

Investment Professionals

4

Locations

0

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.