Arcpoint Financial Advisors

Overview

Arcpoint Financial Advisors is an LLC that functions as a small, privately owned wealth advisory practice and insurance broker. FINTRX classifies the firm as a capital allocator: it selects and places client capital with external managers in addition to providing direct advisory services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. FINTRX indicates Arcpoint is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices