Waypoint Intelligence, LLC
Waypoint Intelligence, LLC (CRD# 170935) is a financial advisory firm headquartered in Chagrin Falls, OH. They manage $3,071,701 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$204,780
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Scott Kamenir (CRD# 2826636) is an Investment Advisor Representative working at Waypoint Intelligence, LLC in Chagrin Falls, OH and has over 19 years of experience in the finance industry.