Contactpoint Wealth Management
Contactpoint Wealth Management (CRD# 169951) is a financial advisory firm headquartered in , . They manage $8,250,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$1,375,000
- 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
Adam Kerr (CRD# 2431422) is an Investment Advisor Representative working at Contactpoint Wealth Management in Cambridge, MA and has over 14 years of experience in the finance industry.