Entrypoint Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,339,688
Clients
22
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$788,168
About
EntryPoint Wealth Management serves individual and high-net-worth investors as well as organizational clients, including nonprofits, irrevocable trusts, and other corporate or business entities. The firm provides holistic financial planning, discretionary portfolio management, and consulting for special situations such as 1031 exchanges and business sales.
The firm’s investment approach emphasizes diversification, tactical allocation to capture market cycles, and the use of alternative investments and private placements for qualified clients. It also implements tax-efficient asset location and opportunistic rebalancing for accounts not custodied at its primary custodian (for example, 401(k) accounts and HSAs) using an order management system.
Noteworthy distinctions include a practice of requiring a financial planning engagement before providing asset management to individual clients and offering project-based and fixed-fee consulting engagements for complex transactions. EntryPoint’s willingness to work directly with corporate and charitable clients and to incorporate illiquid alternative investments and specialized real estate consulting differentiates it from many independent peers.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees starting at $5,000 for special financial consulting (e.g., 1031 exchange, business consulting/sale)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.65%
$300 per hour for financial planning
Minimum fee: $2,500 minimum annual fee for asset management
Main office location
Entrypoint Wealth Management
4030 Smith Road, Ste 200
Cincinnati OH 45209, United States
Number of offices
1
Most active in
Entrypoint Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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