Mountainpoint Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,220,304
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$2,122,030
About
MountainPoint Investment Advisors is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and certain nonprofit entities such as foundations and endowments. The firm reports about $21.2 million in assets under management and customizes services to client goals, while generally targeting account sizes around $500,000 without a formal minimum.
The firm uses a mix of fundamental and technical research to construct portfolios of stocks, bonds, mutual funds, and exchange-traded funds, and implements investment decisions on a discretionary basis tied to each client’s financial plan. Accounts are monitored on an ongoing basis with quarterly performance reviews and a recommendation for at least annual client meetings to update plans and objectives.
Compared with many solo independent advisers, MountainPoint’s client mix includes charitable organization clients (foundations and endowments), a relatively uncommon client type for firms of this size. The firm’s sole adviser holds a CFA and an MBA and also manages a reinsurance/insurance company’s internal general account in a separate role, a relationship the firm discloses and says it will supervise to avoid conflicts of interest.
Client services
Expertise
Fee options
1.00% per year for all assets above $0
Hourly rates charged for extraordinary financial planning, mutually agreed prior to engagement
Main office location
Mountainpoint Investment Advisors
Bernardsville NJ, United States
Number of offices
1
Most active in
New Jersey
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.
Forms ADV
Quick links
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