Strategic Point Retirement Plan Services LLC is a pension cosultant based in Providence. It manages $8.24 million of regulatory assets for 254 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts and Rhode Island.
Strategic Point Retirement Plan Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Point Retirement Plan Services LLC is $8.24 million. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Strategic Point Retirement Plan Services LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Francis Brochu has been acting as President since 1 Dec 2002. Richard Joseph Anzelone joined the executive team most recently as the Chief Compliance Officer.
The principal office where Strategic Point Retirement Plan Services LLC performs its advisory services is located at 220 West Exchange Street, Providence, RI 02903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 401-273-1500 or by fax 401-273-8987. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sprps.com.