CenterPoint Wealth Management

Retirement Planning Firm in Zionsville, IN

Firm Info
Address: 56 N Main St, Zionsville, IN 46077, USA
Phone: (317) 973-7700

Firm Size
Assets Under Management: $253.6 million
# of Advisors: 2
# of Clients: 279
Client to Advisor Ratio: 140:1
Average Account Size: $909,015
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Centerpoint Wealth Management, LLC Overview

Centerpoint Wealth Management, LLC is a fee-only registered investment advisory firm headquartered in Zionsville, IN. With over 19 years of experience in the industry, they have been providing financial planning and investment advice since 2002. They specialize in portfolio management for individuals and small businesses as well as businesses or institutional clients. In addition, they provide tax and family office services for their clients. As an accounting firm, Centerpoint Wealth Management, LLC takes a holistic approach to wealth management. They recognize that every individual or business has unique needs, and they tailor their services accordingly. Their fee arrangement is based on a fee-only structure, which means that clients only pay for the advice they receive and not for any third-party commissions or products. At Centerpoint Wealth Management, LLC, their focus is on helping clients achieve their long-term financial goals. They provide a wide range of services to help their clients meet their objectives, including financial planning, portfolio management, and the selection of other advisors. In addition, they offer tax and family office services to ensure that their clients' financial affairs are in order. Overall, Centerpoint Wealth Management, LLC is a reputable, experienced advisory firm that offers a wide range of services to help their clients achieve their financial goals. Whether you are an individual, a small business owner, or an institutional client, they are committed to providing customized solutions to help you achieve your objectives.

CENTERPOINT WEALTH MANAGEMENT, LLC is a trusted firm that prides itself on serving a wide array of clients, including individuals, high net worth individuals, and various corporation types not listed. They recognize that each client is unique and therefore requires customized financial strategies that reflect their specific goals. To ensure that they cater to the diverse needs of their clients, the company offers various fee structures. They provide a percentage of AUM (Assets under Management) fee structure, where they charge a percentage of the total portfolio under their management. The hourly fee structure is also available for clients who require specific financial advice that doesn't require ongoing management. Clients can also opt for fixed fees, which provide predictability in costs as the client pays a flat fee for specific services. Overall, CENTERPOINT WEALTH MANAGEMENT has flexible fee structures designed to reach any client who may need their services.

Typical Clients, Fee Structures & Investment Minimum

The note in CENTERPOINT WEALTH MANAGEMENT, LLC's Part 2 Brochure states that a minimum fee of $3,000 will apply to investment advisory services. There is no specific mention of an investment minimum for portfolios, but it does state that clients with portfolios valued at less than $375,000 may be able to find comparable services elsewhere for a lower fee. Therefore, it can be inferred that there is not a specific investment minimum, but clients may need to have a portfolio of at least $375,000 to make the services worthwhile.

How This Office Can Help Zionsville, IN Residents

Goldstein Group Financial Advisors offers a range of financial advice and services to clients in Marion County, Indiana. The firm's skilled professionals have extensive experience and knowledge in providing customized financial solutions, tailored to meet each client's unique objectives and goals. The company offers services such as investment management, retirement planning, estate planning, insurance planning, tax planning, trust services, and financial planning. Marion County residents face various financial challenges that require expert guidance to navigate. Some common financial situations include retirement planning, college planning, investment management, and minimizing tax obligations. Additionally, residents in Marion County may benefit from professional guidance on any other financial situation, such as purchasing a home, planning for a child's education, or creating a solid investment plan. Goldstein Group Financial Advisors is committed to understanding each client's individual circumstances and identifying the most appropriate solutions to meet their specific needs.

To view the Minimum Investment and Fee Schedule for Centerpoint Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Centerpoint Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Centerpoint Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 56 N Main St, Zionsville, IN 46077, USA
Phone (317) 973-7700
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Centerpoint Wealth Management, LLC is registered to service clients in the following states:

  • Indiana
  • Texas

Disciplinary History

Centerpoint Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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