Two Point Capital Management is a registered investment advisory firm that manages individual portfolios of stocks and bonds based on each client's investment needs and risk tolerance. Investments are limited to securities that trade on public exchanges. Clients are involved in setting risk and asset allocation parameters but do not participate in the selection of specific investments.
Assets Under Management$300M
Clients102
Advisors2
Avg. per Client$3M
Avg. per Advisor$150M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for managed assets in excess of $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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