David Haselwood is a registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 332 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
332 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
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Criminal
February 1996Final Disposition
Employment History
Current Registrations
Fort Point Capital Partners LLC
December 2025 - Present · 4 mos
Previous Registrations
Infinium Securities INC.Broker
June 2006 - October 2006 · 4 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.