Pointer Financial Advisors LLC

Pointer Financial Advisors LLC, established in April 2023, offers investment management and financial planning services. The firm provides discretionary investment management services, primarily allocating client assets among various securities globally diversified for geographical diversification. Clients can engage the firm to manage various investment products, including assets not maintained at their primary custodian. Financial planning services offered include cash flow planning, retirement income planning, and estate planning, among others. The firm charges management fees of up to 1.25% of assets under management annually, with the ability to negotiate lower fees based on certain criteria. Pointer Financial Advisors tailors its services to meet individual client needs and provides ongoing reviews of client portfolios. The firm has $139,443,361 in regulatory assets under management. Clients are required to enter into written agreements outlining the terms and conditions of the advisory relationship. The firm exercises investment discretion over client accounts and accepts authority to vote client securities. Pointer Financial Advisors does not compensate third parties for client referrals and does not offer advisory services through a wrap fee program.