Switchpoint Financial Planning LLC
Switchpoint Financial Planning LLC (CRD# 282856) is a financial advisory firm headquartered in , . They manage $9,671,620 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$333,504
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Sweeney (CRD# 5964234) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 6 years of experience in the finance industry.