Quarterpoint Capital Management manages investment portfolios for individuals, families, and trusts on a discretionary basis. Quarterpoint focuses on in-depth research, simplicity, risk aversion, patience, and a focused approach, often investing in a small number of carefully selected companies. Quarterpoint seeks clients with a long-term investment horizon (3-5 years or longer) and aims to grow and preserve their wealth.
Assets Under Management$1.6M
Clients21
Advisors1
Avg. per Client$76K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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