CENTERPOINT WEALTH MANAGEMENT, LLC
Zionsville, Indiana
Centerpoint Wealth Management, LLC, based out of Zionsville, IN, is a reputable small investment advisory firm with a strong presence in the financial industry. With four dedicated employees, including two experienced investment advisors, they offer a personalized approach to managing their clients' assets. Centerpoint Wealth Management maintains an impressive average of approximately $156,030,000 in assets under management per investment advisor, surpassing the industry average and demonstrating their expertise in handling substantial portfolios. With over $225,844,000 in assets under management and more than 40 individual clien...
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Assets Under Mgmt

$225.84M

Investment Professionals

2

Locations

0

% 401K & Individual

6%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: TAX AND FAMILY OFFICE SERV.
Other Business Activities
Accountant or accounting firm
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