Below are some of the most frequently asked questions of our advisors. If you have other thoughts, concerns or questions please contact us or call 855-579-6910
Backed by the national resources of an award-winning wealth advisory firm, FirstPoint provides you with a team of some of the industry’s most experienced planning professionals who are focused on helping you achieve your goals.
FirstPoint is a Registered Investment Advisory firm, which means that we have a fiduciary duty to provide investment advice that is at all times in the best interest of our clients. We operate completely independently of a bank or insurance company, with no requirements or incentives to sell proprietary products. This allows our advisors to provide advice that is strictly in our clients’ best interest.
At FirstPoint, we are supported by an experienced investment team. This team provides in-depth research and a structured approach to asset allocation, drawing from a wide range of best-in-class investments. Our investment professionals incorporate your strategy, time frame and tolerance for risk as they customize a portfolio specifically designed to meet your long-term objectives.
Our goal is to get to know you in order to understand what you hold most important. As we learn about your specific goals, we customize your investment strategy to help you achieve those goals – incorporating your time frame, risk temperament and other factors that matter to you.
We measure success by our ability to help you achieve your specific goals. We will remain in touch with you on a regular basis to ensure our services continue to meet your objectives as your needs change.
Your assets are held at a world-class third-party custodian, ensuring the utmost safety and security.
You may access your money at any time by contacting a member of your wealth team. Clients are always encouraged to speak with their advisor to understand the impact withdrawals may have on their plan.
There are no asset minimums for FirstPoint Financial clients.
At FirstPoint Financial, we take an in depth & collaborative approach to constructing your financial plan. Here is
what you can expect:
As representatives of a SEC-registered investment advisor, our financial advisors are legally required to act in a
fiduciary capacity when advising clients. This is a high legal standard, similar to the standards of lawyers, trustees or executors of an estate. These advisors must:
Our clients include individuals, families, and institutions. When we talk about comprehensive planning, these are the areas where we provide expertise: Financial Planning, Investment advisory services, Multi-Generational wealth planning, Risk Management, Philanthropy, Executive compensation planning, Business succession planning, and Retirement planning services.
Yes. FirstPoint Financial has a network of outside specialists across the country that it can work with to provide comprehensive wealth planning, if desired. We also have internal partner firms that specialize in Trust Services, 401(k) Administration, Insurance Resources, and Business Valuations.
As stewards of our clients’ wealth, we believe in the importance of making communication a top priority. In addition to regular check-ups with your advisor, you will also receive access to an online portal where you can receive quarterly statements and newsletters electronically. We also provide weekly market updates regarding economic and capital market events.
Clients who are new to FirstPoint will pay a flat fee of 1.25% of assets under management. This fee will cover the advisory fee and financial planning.
At FirstPoint, we separate our advisors from business development. All advisors are compensated by salary and there is no incentive to sell particular products or services. This ensures you are receiving purely objective wealth advice with no strings attached.
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