Fort Point Capital Partners LLC
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
About This Firm
Fort Point Capital Partners offers investment management services to family offices and high net worth individuals. They provide financial planning, investment management, and supervisory services for various securities. They also manage Investment Partners, LLC, a series of private funds. The firm acts as a fiduciary and generally offers services on a fully discretionary basis, tailoring advice to client goals and risk profiles.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
For individually managed accounts, fees are based on assets under advisement. The brochure lists the following fee tiers: 1.25% on the first $1,000,000, 0.90% on the next $9,000,000, 0.60% on the next $40,000,000, and 0.40% on the next $50,000,000. Fees are negotiable for amounts over $100,000,000. Fees are calculated on the gross settled asset value of the client accounts as of the last day of the preceding calendar quarter and are payable quarterly in advance. The firm generally requires a minimum account size of $1,000,000, though this may be waived.
Areas of Practice
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111