Standpoint Asset Management, LLC
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Learn more about Standpoint Asset Management, LLC
Overview
Standpoint Asset Management, LLC is a financial advisor firm based in Scottsdale, Arizona. The firm manages $568.4 million in assets over one customer account, making it one of the larger firms in the country by assets under management (AUM). The firm has a small team, including 6 financial advisors. Standpoint Asset Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and stocks.
Standpoint Asset Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing to seek the customer's approval. The advisory firm manages an average of $568.4 million in assets for each account. An average financial advisor at Standpoint Asset Management, LLC administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Standpoint Asset Management, LLC's central office is at 4250 N Drinkwater Blvd, Scottsdale, Arizona 85251. It is allowed to provide services to investors in the state of Arizona.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Standpoint Asset Management, LLC by the Numbers
$568.4 million
6
1
$568.4 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Standpoint Asset Management, LLC's largest client type by number of accounts is investment companies. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Standpoint Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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