Capital Point Financial Group, LTD.

Wealth Management Firm in Grundy County, IL

Firm Info
Address: 118 E Jackson St, Morris, IL 60450, USA
Phone: (815) 942-4147

Firm Size
Assets Under Management: $326.9 million
# of Advisors: 11
# of Clients: 1,362
Client to Advisor Ratio: 124:1
Average Account Size: $240,050
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Capital Point Financial Group, Ltd. Overview

Capital Point Financial Group, Ltd. is a fee-based registered investment advisory firm founded in 2018. The firm is headquartered in Glenview, IL and is known for providing reliable investment advice to its clients. Capital Point Financial Group, Ltd. is a broker-dealer representative, meaning that they can execute trades on behalf of their clients. As a registered investment advisory firm, Capital Point Financial Group, Ltd. offers a range of services to its clients. These include financial planning, portfolio management for individuals and small businesses, and pension consulting services. This means that clients can count on the firm to help them plan for their financial future, manage their investments, and provide advice on pension plans for their employees. Overall, Capital Point Financial Group, Ltd. is a well-established investment advisory firm that has been providing expert advice to clients since it began operations in 2018. Its fee-based structure ensures that clients receive unbiased advice and that the firm is incentivized to put their clients' interests first. For those seeking investment advice, this firm is definitely worth considering.

Based in the heart of downtown Manhattan, CAPITAL POINT FINANCIAL GROUP, LTD. caters to a diverse clientele that ranges from individual investors to prestigious high net worth individuals, top-notch pension and profit sharing plans, and charitable organizations. Serving an array of clients from different backgrounds with unique financial needs, the firm prides itself on providing personalized services that cater to each client's specific needs. When it comes to its fee structures, CAPITAL POINT FINANCIAL GROUP, LTD. offers its clients two options, depending on the type of service provided. Those who seek traditional investment management services can opt for a fee structure that charges a percentage of their assets under management (AUM). This structure is ideal for individuals and pension plans that entrust the firm to oversee their investment portfolios. However, clients looking for customized financial planning and consulting services can choose an hourly fee structure, which is more personalized to their specific needs. The fee structure is transparent and ensures that clients are charged only for the services rendered, making it an excellent fit for individuals looking for more hands-on and tailored services. Overall, CAPITAL POINT FINANCIAL GROUP, LTD. provides its clients with different fee options to ensure that they get excellent services without incurring unnecessary costs.

Typical Clients, Fee Structures & Investment Minimum

According to CAPITAL POINT FINANCIAL GROUP, LTD.'s Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Grundy County, IL Residents

As a financial advisor with Edward Jones, Emily M Willems helps clients in DeKalb County, IL achieve their financial goals through personalized investment strategies. Emily takes the time to understand each client's unique financial situation, including retirement plans, education savings, and insurance needs. She then creates a tailored plan to help clients save and invest for a secure financial future. DeKalb County residents may face a range of financial challenges, such as managing debt, saving for unexpected emergencies, and planning for retirement. Emily works closely with clients to address these concerns head-on, offering solutions like debt management strategies, emergency funds, and retirement savings plans. Whether clients are new to investing or have years of experience, Emily provides the guidance and support they need to achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Capital Point Financial Group, Ltd., visit their Part 2 Brochure.

Services Offered by Capital Point Financial Group, Ltd.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capital Point Financial Group, Ltd. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 118 E Jackson St, Morris, IL 60450, USA
Phone (815) 942-4147
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 4350 DI PAOLO CENTER - SUITE B, GLENVIEW, IL 60025, United States

This firm has no other locations.

State Registrations

Capital Point Financial Group, Ltd. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Illinois
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • North Carolina
  • Tennessee
  • Texas
  • Wisconsin

Disciplinary History

Capital Point Financial Group, Ltd. does not have any disclosures. Please visit it's Form ADV for more details.

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