Fee For Managed Accounts
Clear Point Advisors, Inc. is a “Fee-Only” investment advisory firm. We are financial planners. We do not receive commissions for trades placed (at institutional rates) through the custodian, Charles Schwab & Co.
Kindly contact us for further information about our schedule of fees*.
*Minimum suggested account size is $500,000. Accounts are discretionary, unless specified in writing as non-discretionary.