Counterpoint

Overview

Counterpoint operates as a small, single-office Registered Investment Adviser organized as a limited liability company. The firm’s stated advisory activities center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. That combination suggests a client-facing planning practice that also acts as a capital allocator when it identifies and places client assets with sub‑advisers or third‑party managers. Fee arrangements reported include percentage of assets under management, hourly billing and fixed fees, giving the firm flexibility to price advice, planning engagements and ongoing portfolio oversight differently depending on client needs. Regulatory fields on the filing mark Counterpoint as an unclassified adviser that is not an active ESG investor, not a pension consultant, and not a multi-state adviser, which is consistent with a localized, boutique advisory model focused on discretionary portfolio work for a small client base.

Assets & Accounts

Location & Offices