Centerpoint Advisory Group, LLC

Centerpoint Advisory Group, LLC is a Limited Liability Company established in November 2022, located in Overland Park, KS. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer investment policy statements, asset allocation, and regular portfolio monitoring. Clients must provide discretionary authority for securities selection and transactions. The firm acts as a fiduciary, making investment decisions in the best interest of clients. Services include financial planning, estate planning, and pension consulting. The firm charges portfolio management fees up to 1.35% annually, negotiable financial planning fees, and pension consulting fees based on plan assets. CAG does not accept performance-based fees and has a minimum account size of $400,000. The firm does not compensate solicitors for client referrals and does not accept voting authority for client securities. CAG's investment strategies include long-term trading, short-term trading, options trading, and selection of other advisers. The firm discloses potential conflicts of interest related to compensation from LPL Financial and Transition Assistance benefits. Clients receive regular reports and account reviews, with no bankruptcy petitions in the last ten years.