High Point Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$192,944,404
Total clients
146
29% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
73
Average account size
$1,321,537
About
High Point Wealth Management serves individual clients — including high-net-worth households — as well as pension plans, trusts, estates and charitable organizations, offering comprehensive financial planning and investment advisory services. The firm provides ongoing portfolio management (primarily on a discretionary basis) and also advises on retirement-plan rollovers, variable insurance products, and 529 plans where the assets remain with the product custodian.
Investment decisions are driven by fundamental and cyclical analysis and an asset-allocation framework that blends mutual funds, ETFs, individual stocks and bonds; bond portfolios are often managed using a laddering approach. Financial planning is frequently bundled with investment management and client portfolios are monitored on an ongoing basis with at least quarterly reviews.
Noteworthy for a small advisory team, the firm manages a near-$200 million asset base with two advisors and uses Fidelity Institutional services for custody, trading, and technology support — relationships that provide access to research, block trading and software tools. The firm also routinely provides advice on assets held at insurance company custodians and does not accept proxy-voting authority, both features that distinguish its operational model from many peers.
Client services
Expertise
Fee options
Up to $2,500 fixed fee for financial planning/consulting services if unbundled
0.25% to 1.00% annually depending on market value and type of investment management
$200 to $250 per hour for financial planning/consulting services
Fee-only: Financial planning fees up to $2,500 fixed fee or $200 to $250 hourly rate if unbundled from investment management
Main office location
High Point Wealth Management, LLC
31 Fairmount Ave., Suite 105
Chester NJ 07930, United States
Number of offices
1
Most active in
New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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