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David Haselwood

Fort Point Capital Partners LLC
1 Year of Experience
Austin, TX
1 Disclosure
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David Haselwood is a registered investment advisor at Fort Point Capital Partners LLC, based in Austin, TX, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 441 clients with $2.9B in assets under management.

Fort Point Capital Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
441 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $10.0M0.90%
$10.0M - $50.0M0.60%
$50.0M - $100.0M0.40%
$100M+0.40%

Fees for assets over $100,000,000 are negotiable. Fees are calculated on gross asset value and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Austin, TX

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History

Regulatory History (1)
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Criminal
February 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fort Point Capital Partners LLC
December 2025 - Present · 10 mos
Previous Registrations
Infinium Securities INC.Broker
June 2006 - October 2006 · 4 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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