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At a Glance

If you are advising sophisticated families and considering a new firm, it may seem as if every alternative comes with its own compromises.

Fieldpoint Private is different. As boutique as an independent. As robust as a wirehouse. Holistic in the truest sense. With a competitive deal, the street’s most attractive variable comp, and the freedom to run your practice.

You can have it all. Let’s start the conversation.

Christopher DeLaura
Director of Wealth Management
President and CEO, Fieldpoint Private Securities
212.365.7660

[email protected]

Fieldpoint Private

Fieldpoint Private Wealth Planning Graphic

Top-tier deal

Street-leading variable comp on investments

Street-leading comp on banking and lending,
including a trail

Growth bonus

Compensation on held-away assets

Every wirehouse transfer has exceeded 100% of
trailing 12 earnings, in year one (average 120%)

On net-of-expenses basis, competitive with or
superior to independent channel

Best Private Wealth Manager for Client Service, Under $5 Billion – 2020

Best Private Wealth Manager, Client Service, Under $5 Billion – 2019

Best Private Wealth Manager, Under $5 Billion, Highly Commended – 2018

Best Private Wealth Manager, Under $5 Billion – 2016

Best Private Wealth Manager, Under $5 Billion – 2015