Dew Point Capital offers investment advisory and financial planning services, managing portfolios based on clients' objectives. They use a strategic allocation strategy and may recommend various securities, including stocks, bonds, mutual funds, and ETFs. Dew Point also provides retirement income planning services and evaluates existing qualified retirement plan solutions for plan sponsors. Financial planning services may include portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning.
Fee Structure
Dew Point Capital charges an annual management fee based on the value of your portfolio, ranging from 0.20% to 1.50%. The fee depends on the investment strategy's complexity and the size of your account. Fees are paid quarterly in advance and may be negotiable. The fees are directly deducted from your account by the custodian. If direct deduction isn't practical, you'll receive an invoice.