Fort Point Capital Partners provides investment management services to family offices and high-net-worth individuals. Fort Point offers financial planning and investment management services, typically on a discretionary basis. The firm invests in equities, exchange-traded funds, investment company shares, options, fixed-income, and cash equivalent securities. Fort Point may recommend investments in private placements offered through Investment Partners, LLC series of Private Funds or non-affiliated private fund managers.
Assets Under Management$2B
Clients332
Advisors18
Avg. per Client$6M
Avg. per Advisor$110M
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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