Fort Point Capital Partners is a registered investment advisor founded in 2008 and based in San Francisco, California. The firm primarily serves high-net-worth individuals, family offices, and private investment funds, offering personalized portfolio supervision, asset allocation, and alternative investment strategies. Fort Point approaches wealth management with a strong emphasis on risk management, global diversification, active risk control, and tax-loss harvesting. In addition to traditional publicly traded stocks, bonds, and exchange-traded funds, Fort Point provides clients with access to proprietary private investment funds covering private equity, credit, real estate, and hedge fund strategies. Account supervision is generally conducted on a discretionary basis, with assets held by independent qualified custodians like Charles Schwab, Fidelity, and RBC Capital Markets. The firm also offers specialized services such as sub-advisory portfolio management and derivative overlay strategies.
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.