Archpoint Investors
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Overview
Archpoint Investors is an advisory firm based in Miami, Florida. The company manages $3.1 billion in total assets across 261 accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 5 financial advisors. Archpoint Investors does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, stocks and options.
Archpoint Investors oversees 110 of its accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the customer's approval. The firm also manages 151 non-discretionary accounts totaling $2.5 billion in AUM. The company manages an average of $11.9 million for every customer account. The typical financial advisor at Archpoint Investors administers around 52 client accounts, making it about average in terms of personalization.
The firm's central office is located at 121 Alhambra Plaza, Miami, Florida 33134. Archpoint Investors is allowed to provide services to customers throughout 2 states, including Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Archpoint Investors by the Numbers
$3.1 billion
9
261
$11.9 million
Products and Services
Archpoint Investors provides a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Notably, it did not provide any of its customers with financial planning services in the last financial year. It is not engaged in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which service is provided. Fees charged by the firm can consist of some combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to high net worth investors and pooled investment vehicles. Out of its 261 customers, Archpoint Investors's largest client is high net worth investors, though it also serves 27 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 93.1%
- Other Individuals - 0%
- Corporations - 6.9%
- 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
Archpoint Investors does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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