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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...see more
Assets Under Mgmt
$225.84M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Centerpoint Wealth Management, Llc
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