Clear Point Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,138,749
Clients
147
Advisors
3
of 4 employees
About
Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages client portfolios primarily on a discretionary basis and also offers retirement plan consulting and non‑investment financial planning when requested.
The firm organizes portfolios around an asset-allocation framework with global diversification and may implement tactical adjustments; it draws on fundamental, technical and cyclical analysis as well as third‑party research and planning tools to monitor holdings. Clients receive quarterly performance and allocation reports, periodic in‑person or virtual reviews, and optional planning analyses such as Monte Carlo simulations to assess retirement and cash‑flow needs.
Compared with many peers, Clear Point explicitly provides participant education and workshop offerings as part of its retirement plan consulting—a relatively uncommon service among similar team firms—and also conducts due diligence and ongoing monitoring when recommending unaffiliated private investment funds (for qualified investors), including private REITs, BDCs, private credit and private equity. The firm operates without commission products, offers written and limited‑scope planning engagements, and provides account aggregation tools to consolidate clients’ investment information.
Client services
Expertise
Fee options
Fixed financial planning fees typically range from $500 to $5,000 depending on complexity
$0 - $500,000: 1.25% $500,000 - $3 million: 0.75% on balance over $500,000 plus $6,250 fixed $3 million - $5 million: 0.50% on balance over $3 million plus $25,000 fixed $5 million+: 0.35% on balance over $5 million plus $35,000 fixed
Hourly financial planning fee typically $300 per hour
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $750 may apply for retirement plan accounts below $300,000 Fee-only: Fee-only investment management and financial advisory; no commissions received
Main office
1 Huntington Quadrangle, Suite 1 S01
Melville NY 11747
Advisors at this office
3
Most active in
California · Connecticut · Florida · New Jersey · New York · Texas
Also doing business as
Brill Steven Advisors Inc · Clear Point Advisors, Inc. · Steven Brill Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert L
Series 65
Melville, NY
Clear Point Advisors, Inc.
Robert Levine is a financial advisor at Clear Point Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Clear Point Advisors since 2010. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses an asset-allocation framework with global diversification and incorporates fundamental, technical, and cyclical analysis along with third-party research to manage client portfolios.
Barry D
Series 63, Series 65
Melville, NY
Clear Point Advisors, Inc.
Barry Dampf is a financial advisor with Clear Point Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Clear Point Advisors, he worked at Aegis Capital Corp for three years. Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a global asset-allocation approach with tactical adjustments and offers participant education and due diligence on private investment funds as part of its retirement plan consulting.
Steven B
ChFC®, Series 63
Melville, NY
Clear Point Advisors, Inc.
Steven Brill is a ChFC®-designated financial advisor with 13 years of industry experience. He has been with Clear Point Advisors, Inc. since 1998. Clear Point Advisors provides fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm emphasizes an asset-allocation framework with global diversification, offers participant education and workshops as part of its retirement plan consulting, and conducts due diligence on unaffiliated private investment funds for qualified investors.
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