A complete list of active advisors currently associated with Viewpoint Advisory, LLC
Warmer can help you find a great advisor at Viewpoint Advisory, LLC or one who fits your needs even better.
Viewpoint Advisory is a fee-only, state-registered independent adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts and retirement plans. Services described in the brochure include investment strategy, asset selection and allocation, rebalancing, income generation and occasional educational workshops. The firm follows a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, favoring broadly diversified allocations across global equity and fixed-income mutual funds and ETFs with regular portfolio reviews and rebalancing. It operates under a fiduciary standard and conducts account reviews at least quarterly, with client-specific plans that address goals, time horizon and risk tolerance. Distinctively for a solo independent adviser, the firm also manages institutional-style accounts such as retirement plans and trusts—an arrangement that is statistically uncommon among similar independent firms—and reports roughly $103 million in discretionary assets across a small client base. Operational practices noted in the brochure include recommending a single major custodian for execution and administration, declining third‑party referral compensation, and leaving proxy voting authority with clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Viewpoint Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Meridian, ID
| 12
|
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