Point Bridge Capital provides customized investment advice to individuals, trusts, estates, charities, corporations, and pooled investment vehicles. Point Bridge works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using mutual funds, ETFs, individual stocks and bonds, REITs, options, and alternative investments. Point Bridge also manages the Point Bridge American First ETF.
Fee Structure
Point Bridge Capital's advisory fees range from 0.30% to 1.25% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable. Clients may also incur fees charged by third parties, such as custodians and broker-dealers. Clients using independent managers through Dynasty Financial Partners will pay separate fees to Dynasty and the independent managers.