Joseph Pitts is a CFP-designated registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA, with 13 years of industry experience. Joseph 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joseph is a member of the Guardsmen Charity Group, dedicating a few hours per week to fundraising. He also owns rental property and volunteers with Big Brothers Big Sisters of Utah, spending a few hours per week on the latter.
Employment History
Current Registrations
Fort Point Capital Partners LLC
State Registrations2 states
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