Menu
Rock Point Advisors, Llc
Burlington, Vermont
Rock Point Advisors, LLC, a local investment advisory firm headquartered in Burlington, VT, offers comprehensive financial services to its clients. With one office, the company boasts a team of nine dedicated professionals, six of whom specialize in providing expert investment advisory services. Drawing from their extensive experience and industry knowledge, the firm manages an average of $76,730,000 in assets under management per investment advisor, aligning with the industry average.
Rock Point Advisors, LLC employs a diverse compensation structure, which includes a percentage of assets under management. While the firm's portfo...see more
Assets Under Mgmt
$460.4M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Rock Point Advisors, Llc
Loading...
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.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.