Assets Under Management
$2.0B
Number of Clients
332
Number of Advisors
18
Average Client AUM
$6.0M
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fort Point Capital Partners offers investment management services to family offices and high net worth individuals. They provide financial planning and investment management and supervisory services regarding equities, ETFs, investment company shares, options, fixed-income, and cash equivalent securities. They also manage private funds and act as a sub-advisor for other RIAs.
| Assets Under Management | 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.
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111