Pointe Capital Management is an independent registered investment advisor headquartered in Grosse Pointe Farms, Michigan. Founded in 2010, the firm provides ongoing investment management services to individuals, high-net-worth individuals, families, trusts, estates, and retirement plans. Pointe Capital Management focuses on portfolio management using a diversified asset allocation approach rooted in Modern Portfolio Theory, fundamental analysis, and long-term strategies. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. They do not sell products for commissions or accept third-party kickbacks. While they generally focus on continuous portfolio management, they do not provide standalone financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable based on complexity, pre-existing relationships, and other factors. Institutional large cap value strategy has a separate schedule of 0.65% on the first $10M and 0.50% above $10M.