Frequently Asked Questions

  • How do your advisors get paid?

    There are two ways we can be paid, and it depends on which relationship approach is chosen. It can be on an hourly rate basis, or a percentage fee on assets managed. A client's specific circumstances will determine what makes the most sense. Separately, commissions can be earned from work as an insurance/annuity agent.

  • I don't live in Maryland, can you work with me?

    We absolutely can work with people in other States, subject to certain limits. Please contact us for more information.

  • Why should I work with you?

    Alton Point Advisors was founded on the basis of having maximum flexibility, and maximum capabilities for clients. There can be dramatic differences between advisors and what they are able or willing to offer. Please check out our About page, Services page, and Blog articles to get a feel for what makes us unique.

  • Are you a Fiduciary?

    Yes, we are fully subject to the Fiduciary Standard. Be sure to read this Blog post for additional considerations about the Fiduciary Standard.