City Point Wealth Management
City Point Wealth Management (CRD# 170644) is a financial advisory firm headquartered in Winchester, MA. They manage $2,108,486 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$60,242
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Randall (CRD# 5429822) is an Investment Advisor Representative working at City Point Wealth Management in Winchester, MA and has over 9 years of experience in the finance industry.