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.
Director of Wealth Management
President and CEO, Fieldpoint Private Securities
Street-leading variable comp on investments
Street-leading comp on banking and lending,
Compensation on held-away assets
Every wirehouse transfer has exceeded 100% of
On net-of-expenses basis, competitive with or
|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