Focus Point Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Focus Point Capital manages client accounts using its proprietary FPC Macro strategy, which invests in a blend of ETFs across various asset classes. Focus Point also manages accounts through managed account platforms. Focus Point does not tailor its services to individual client needs and is generally hired as part of a larger investment strategy determined by non-affiliated investment advisors. Focus Point primarily serves institutional clients and high-net-worth individuals referred by those institutions.

Assets Under Management$73M
Clients52
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$36M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.60%
$10.0M - $50.0M0.50%
$50M+0.40%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm