Crown Point Wealth Advisors's Form ADV discloses 1.00% on the first $2 million, 0.80% on the next $3 million, 0.60% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #322424), Crown Point Wealth Advisors is subject to fiduciary duty under federal law.
Crown Point Wealth Advisors is headquartered in HOOD RIVER, OR.
Crown Point Wealth Advisors serves 126 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, Crown Point Wealth Advisors offers financial planning and portfolio management for individuals. View all service details ↓
Crown Point Wealth Advisors manages $186 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, Crown Point Wealth Advisors serves high-net-worth individuals. View client details ↓