Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
550 clients
Average Client Portfolio
$667K average
Assets Under Management
$366.6M
Fee Structure
Dew Point Capital charges an annual management fee based on the value of your portfolio, paid quarterly. The fee ranges from 0.20% to 1.50% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
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Location
7080 Hollywood Blvd., 7th Floor, Los Angeles, CA, 90028
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Dew Point Capital
August 2024 - Present · 1 yr 7 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.