James Sutcliffe is a registered investment advisor at Aurapoint Capital Management, LLC, based in Stuart, FL. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Reduced Management Fee rates are offered to certain Limited Partners based on the size of their capital commitments or investments.
Fee Estimator
Location
789 SW Federal Hwy, Ste 201, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aurapoint Capital Management, LLC
State Registrations1 state
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