Frequently Asked Questions
Q: What does StrategicPoint do?
A: StrategicPoint helps clients like you with investable assets between $250K and $5M achieve your financial goals by finding the intersection of what you want and what is financially possible. We do so by talking with you and—more importantly—listening to you. We then incorporate that information and utilize wealth management strategies based on experience. Our goal is to create a process through which you can gain peace of mind and confidence in the firm with which you have chosen to work.
Q: Where are the StrategicPoint offices located and how do I get there?
A: StrategicPoint is located at 294 West Exchange Street, Providence, RI and 557 Main Street, East Greenwich, RI.
Click here for directions
Q: What kind of a firm is StrategicPoint?
A: StrategicPoint, as a Registered Investment Advisor, has a fiduciary duty to always put your financial interests above all else, even our own, and to disclose any conflicts. During the wealth management process, we develop strategies and make recommendations based solely on what is most advantageous for you.
Q: How is StrategicPoint compensated for advisory and investment services?
A: StrategicPoint charges up to 1.5% annually of the total assets under management, payable quarterly in arrears. Click here to learn more about our service offerings and costs. For more specific details, ask to see our Form ADV.
Q: What is a Form ADV?
Contact us to request a copy of StrategicPoint’s Form ADV Part 2.
A: Advisors use Form ADV to register as an investment advisor with the Securities and Exchange Commission (SEC). This is a legal document that ensures we are who we say we are-Registered Investment Advisors (RIAs). The Form ADV has two parts. Part 1 contains information about the advisor’s business, ownership, affiliations, employees and disciplinary history within the last ten years.
Part 2A requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information and conflicts of interest. The brochure is the primary disclosure document that investment advisers provide to their clients. You can view both Part 1 and 2 on the SEC’s website at www.adviserinfo.sec.gov or ADV Part 2A by clicking here.
Before you hire someone to be your investment advisor, always ask for, and carefully read, both parts of the advisor’s Form ADV.
Q: How can I decide if StrategicPoint services are right for me?
A: Call us for a free initial meeting, where you will talk with a dedicated StrategicPoint advisor about your financial concerns. Your advisor will point out any opportunities that may help you make or save more money. Your advisor will also explain our services and fee structure and how they might benefit you.
Q: How can I contact StrategicPoint for an appointment?
A: You can reach StrategicPoint by calling 1-800-597-5974 or 401-273-1500
(Monday through Friday 8:30am-5pm). Or, click here
Q: What personal information should I bring to my initial meeting?
A: When you come in for your meeting, bring your latest financial statements and your latest tax return. In order for us to understand your financial situation, we will ask you to discuss income sources, financial and real estate assets, current insurance coverage, retirement plan contributions and balances, mortgages and other debt, college funding and estate planning.