Advisor at Sunpointe Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sunpointe Investments
Location
Clayton, MO 63105
Credentials
CFA®, Series 63, Series 65
Industry experience
21 years
John Dwyer is a CFA® charterholder with 21 years of industry experience. He has worked at Sunpointe Investments since 2017, following roles at MMC Securities Corp. and Mercer. He serves as Vice President and President of the CFA Society of St. Louis. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, providing family office and ultra-high-net-worth advisory services. The firm employs a blended active/passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.
Based on Sunpointe Investments
Based on Sunpointe Investments
Fixed fees for financial planning services starting at $10,000 per engagement; Family office services offered on retainer/flat fee basis.
Up to 1.50% annually (negotiable, maximum fee for assets under management)
Certain Advisory Persons earn commissions as registered representatives and insurance professionals, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Investment management fixed engagement fees ranging from $20,000 to $600,000 per year; Financial planning fixed annual engagement fees starting at $10,000 per engagement; Family office quarterly fixed retainer fee based on advisory fee. Fee-only: Fee-only advisory services; no commissions on advisory fees.
165 North Meramec Ave
Clayton, MO 63105
Missouri
Sunpointe, Llc
2017 - Present (9 years)
Mmc Securities Corp.
2014 - 2017 (3 years)
Mercer
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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