Flexpoint Ford, LLC

Fee-Only (% of Portfolio)

Flexpoint Ford manages private funds investing in financial services and assets. They investigate, evaluate, structure, and monitor investments, primarily in nonpublic companies. Flexpoint doesn't tailor advice to individual fund investors, but to each fund's objectives. Certain investors may have side letters with special rights. Flexpoint does not participate in wrap fee programs.

Assets Under Management$7.8B
Clients20
AdvisorsN/A
Avg. per Client$390M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Flexpoint Ford manages investments for private funds, not individual investors. The funds pay Flexpoint a management fee and a performance-based fee. The management fee is an annual percentage (up to 2%) applied to factors like aggregate commitments, investment contributions, or net asset value. The precise calculation varies by fund and is detailed in the fund's governing documents. Co-Investment Funds do not pay management fees.

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Flexpoint Ford, LLC | TrueAdvisor