Viewpoint Capital Management provides investment advisory services, including identifying client objectives, asset allocation, security selection, and overall portfolio management with discretionary authority. Viewpoint develops individual investment portfolios that integrate long-term investment goals, risk tolerances, and financial objectives. Portfolios contain investments from multiple asset classes based on client objectives and risk tolerance, primarily individual stocks and bonds, passively managed ETFs, mutual funds, and cash.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fee schedule is negotiable based on several factors, including, and not limited to the following: Number of accounts in the relationship, Prospect of additional accounts and / or assets to manage, Other relationships (family members), Among others