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
Bryn Mawr, PA
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
Lisa Green is a financial advisor at Sunpointe Investments with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Sunpointe since 2019. In addition to her role at Sunpointe, Green provides financial analysis and investment portfolio management support for her family office through RDA Ventures. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering services that include discretionary and non-discretionary portfolio management, financial planning, and family office coordination. The firm’s investment approach combines behavioral management with a mix of active and passive strategies, constructing diversified portfolios across traditional and alternative asset classes, and serving a client base with approximately $559 million in assets under management.
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.
Bryn Mawr, PA
Pennsylvania
Sunpointe, Llc
2019 - Present (7 years)
Rda Ventures
2005 - Present (21 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
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Broker-dealer / trader
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Bank
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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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