TM
TM

Timothy Todd Mcdowell

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)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
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $10.0M0.90%
$10.0M - $50.0M0.60%
$50.0M - $100.0M0.40%
$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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is a Managing Partner at Fort Point Capital Partners LLC, managing the firm and investment activities, dedicating about a third of his time. He is also a Member of New Fort Point Insurance Services LLC, managing the firm and dedicating minimal time.

Employment History
Current Registrations
Uhlmann Price Securities, LLC
January 2020 - Present · 6 yrs 1 mo
Uhlmann Price Securities, LLCBroker
January 2020 - Present · 6 yrs 1 mo
Fort Point Capital Partners LLC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Gordian Investments, LLCBroker
June 2019 - December 2019 · 6 mos
Cypress Point Capital Management, LLC
April 2015 - March 2018 · 2 yrs 11 mos
Gordian Investments, LLCBroker
May 2014 - November 2018 · 4 yrs 6 mos
State Registrations27 states
AZCACOCTFLGAILKSKYMAMDMIMNMONCNJNVNYOHOKPASCTXUTVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Timothy Todd Mcdowell - Financial Advisor | TrueAdvisor