Little Point Capital (LPC) is an investment advisor providing discretionary portfolio management. This means that LPC makes investment decisions on your behalf, buying and selling securities in your account based on their analysis. Clients are notified of all transactions. LPC primarily serves high net worth individuals.
Assets Under Management$37M
Clients3
Advisors1
Avg. per Client$12M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Little Point Capital's investment management fee is based on the value of your portfolio and is calculated quarterly. The fee is negotiated with each client but typically ranges from 0.25% to 0.60% per year, depending on the size and type of assets managed.
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