Great news for our clients! Our custodian and broker, Fidelity, is eliminating commissions on stock trades, fully effective November 4th. By custodying at Fidelity, Point View Wealth Management, Inc. offers our clients comprehensive wealth management at a single, transparent price point.
Zero stock commissions makes even more compelling Point View’s practice of investing our clients’ funds in direct holdings of stocks and bonds, rather than in mutual funds. Direct investment avoids an entire layer of fees. It allows clients to control their taxes. It creates focus in investment portfolios.
For over 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. Click here to contact David Dietze, Claire Toth, Fritz Schoenhut, Donna St.Amant, and Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how we can help you and your family meet your financial objectives. To sign up for our complementary commentaries and newsletters, e-mail us at email@example.com.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.