Fees For Managed Accounts

Clear Point Advisors, Inc. is a "Fee-Only" investment advisory firm. We are financial planners. We do not receive commissions for trades placed (at institutional rates) through the custodian, Charles Schwab & Co.

Kindly contact us for further information about our schedule of fees*.

*Minimum suggested account size is $500,000,

Accounts are discretionary, unless specified in writing as non-discretionary.

Main Office:
One Huntington Quadrangle
Suite 2S10
Melville, NY 11747
NY City Conference office:
(For client meetings)
 261 West 35th Street
New York, NY 10001

Through our association with Regus Office Solutions, additional locations are available for client meetings.
© 2017 Clear Point Advisors, Inc. All rights reserved.