| 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.
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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 →Ralph is a managing partner at Fort Point Capital Partners LLC, working as an investment advisor to high net worth clients nearly full-time. He is also a member of New Fort Point Insurance Services, focusing on referrals and dedicating minimal time, and a board member of NAX Group, spending about 10-20% of his time representing shareholder interests and assisting with strategic initiatives.