Jack Point Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,954,029
Total clients
7
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$4,993,433
About
Jack Point Advisors, LLC provides discretionary portfolio management and standalone financial planning and consulting to a small client base, principally high-net-worth individuals, as well as foundations, endowments, pensions, profit-sharing plans, charitable organizations and other businesses. The firm manages core equity and bond portfolios and also offers one-off financial plans or consultations tailored to a client’s goals and circumstances.
The firm follows long-only investment strategies focused on U.S. public equities and debt, using fundamental analysis and a mix of internal and external research to identify undervalued or misunderstood businesses. Portfolios are constructed with attention to time horizon, tax sensitivity and risk tolerance, are continuously monitored, and clients may place reasonable investment restrictions on their accounts.
Despite operating as a single-advisor independent practice with a small number of clients and about $35 million in regulatory assets under management, the firm’s provision of portfolio management services for institutional clients (foundations, endowments, pensions, etc.) is notable and relatively uncommon among peers. The firm also maintains conservative cash management practices (money market funds, CDs, government-backed instruments) alongside its discretionary equity and bond work and recommends custodians that provide access to no-load funds and research/ execution support.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
General estate planning guidance
Fee options
Up to $10,000 for financial planning and consulting services
Up to 1.50% annually on a sliding scale based on aggregate assets under management per client household
Up to $300 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $300; Flat fees up to $10,000 for financial planning and consulting services
Most active in
Jack Point Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
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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.
Forms ADV
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