Entrypoint Wealth Management
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About
EntryPoint Wealth Management serves individual and high-net-worth investors as well as organizational clients, including nonprofits, irrevocable trusts, and other corporate or business entities. The firm provides holistic financial planning, discretionary portfolio management, and consulting for special situations such as 1031 exchanges and business sales.
The firm’s investment approach emphasizes diversification, tactical allocation to capture market cycles, and the use of alternative investments and private placements for qualified clients. It also implements tax-efficient asset location and opportunistic rebalancing for accounts not custodied at its primary custodian (for example, 401(k) accounts and HSAs) using an order management system.
Noteworthy distinctions include a practice of requiring a financial planning engagement before providing asset management to individual clients and offering project-based and fixed-fee consulting engagements for complex transactions. EntryPoint’s willingness to work directly with corporate and charitable clients and to incorporate illiquid alternative investments and specialized real estate consulting differentiates it from many independent peers.
Client services
Expertise
Fee options
Fixed fees starting at $5,000 for special financial consulting (e.g., 1031 exchange, business consulting/sale)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.65%
$300 per hour for financial planning
Minimum fee: $2,500 minimum annual fee for asset management
Main office
4030 Smith Road, Ste 200
Cincinnati OH 45209
Advisors at this office
1
Most active in
Ohio
Also doing business as
Entrypoint Wealth Management · Entrypoint Wealth Management LLC · Entrypoint Wealth Management, LLC
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.
Forms ADV
Quick links
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