Action Point Retirement Group LLC
Action Point Retirement Group LLC (CRD# 282058) is a financial advisory firm headquartered in , . They manage $19,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$975,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Aaron Wassenaar (CRD# 5343896) is an Investment Advisor Representative working at Action Point Retirement Group LLC in Wayland, MI and has over 10 years of experience in the finance industry.