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POINT4WARD FINANCIAL PLANNING
POINT4WARD FINANCIAL PLANNING is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
POINT4WARD FINANCIAL PLANNING is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Point4ward Financial Planning a fiduciary?
As a registered investment advisor (RIA), Point4ward Financial Planning is legally required to act as a fiduciary, meaning it must put client interests ahead of its own. This standard applies to all RIAs under the Investment Advisers Act of 1940.
Does Point4ward Financial Planning manage assets directly or use third-party managers?
Without public disclosures, it's not possible to confirm the firm's exact investment approach. Many RIAs of this type either manage assets internally or outsource to third-party asset managers, often through model portfolios or separately managed accounts.
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