Single Point Partners

Single Point Partners, LLC, established in June 2012, offers comprehensive financial planning services to individuals, trusts, foundations, corporations, and endowments. Their Wealth LogisticsTM service provides clients with a dedicated "Personal CFO" to manage their financial needs under a single fee arrangement. Clients receive personalized financial planning, investment management, and access to reports aggregating all financial information. The firm manages over $567 million in assets, with $558 million under discretionary management. Fees for the Wealth Logistics service are based on the client's net worth and are payable quarterly. Single Point Partners does not charge performance-based fees and does not have any disciplinary information to report. The firm invests client portfolios based on individual objectives, utilizing asset allocation strategies tailored to each client's financial situation and goals. Single Point Partners recommends Fidelity as a custodian for client accounts, offering discounted commission rates and additional benefits. Clients receive regular account reviews and performance reports, with asset management services provided on a discretionary basis. Clients are encouraged to carefully review statements and confirmations from the custodian. The firm does not accept authority to vote client securities and does not provide prepayment of fees exceeding six months in advance.