Harborpoint Wealth Partners

RIASEC RegisteredEst. 2024

Total AUM

$136M

Discretionary

$124M

91% of AUM

Avg account

$212K

Accounts

643

Employees

Advisory reps

Firm details

Headquarters: Virginia Beach, Virginia
CRD number: 333013
Registered since: November 26, 2024
Website: www.hendersonfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals41.34%
HNWI36.48%
Charitable Organizations12.79%
Corporations / Businesses9.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harborpoint Wealth Partners is an independent RIA organized as an LLC and registered with the SEC. The firm acts as a capital allocator for both individuals and institutional clients, offering fee arrangements that include a percentage of AUM, hourly and fixed fees, and commissions. Its service mix centers on financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, selecting outside advisers, and educational seminars or workshops. Harborpoint does not position itself as an ESG-focused investor and is not described as a multistate adviser in the source data.