Joseph Pitts is a CFP-designated registered investment advisor at Fort Point Capital Partners LLC, based in Millcreek, UT, with 13 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for assets over $100,000,000 are negotiable. Fees are calculated on gross asset value and payable quarterly in advance.
Fee Estimator
Location
Millcreek, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Joseph is a member of the Guardsmen Charity Group, dedicating a few hours per week to fundraising. He also owns rental property and volunteers with Big Brothers Big Sisters of Utah, spending a few hours per week on the latter.
Employment History
Current Registrations
Fort Point Capital Partners LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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