Caleb Sevian is a registered investment advisor at Fpf Wealth LLC, based in Boulder, CO, with 22 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $40.0M | 0.60% |
| $40M+ | 0.55% |
Fees may be negotiable. In addition to FPF Wealth's fees, you may also pay advisory fees to subadvisors, ranging from 0.3% to 1% annually.
Fee Estimator
Location
3065 11th Street, Boulder, CO, 80304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Caleb owns Focus Point Strategy LLC, providing transactional services and business consulting, dedicating about 10% of his time. He also owns Focus Point LMI LLC, providing institutional research, and Driven Experiences, providing vehicle testing support, dedicating a few hours per week to each.
Employment History
Current Registrations
Fpf Wealth LLC
Focus Point Capital LLC
Previous Registrations
Perella Weinberg Partners Capital Management LP
Tenet Capital LLC
State Registrations4 states
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