Dedicated Capital Advisors provides financial planning services including estate and wealth transfer planning, family coaching, philanthropic and legacy planning, business succession and strategy planning, risk and investment management, and insurance planning. These services are delivered through a multi-phase holistic planning process. If clients choose investment advisory services, Dedicated will work with them to develop an investment profile to determine risk tolerance, time horizon, and other factors. Dedicated primarily allocates client assets among independent investment managers.
Fee Structure
Dedicated Capital Advisors offers investment advisory services where they allocate client assets to independent investment managers. The annual fee for investment advisory services co-managed by Fort Point is:
- First $0 to $3 million: 1.25%
- Next $3 to $10 million: 0.90%
- Next $10 to $20 million: 0.80%
- Next $20 to $50 million: 0.60%
- Next $50 to $100 million: 0.40%
- Over $100 million: Negotiable
The annual fee schedule for investment advisory services co-managed by Frontier is:
- $0 to $3 million: 1.00% plus $400 admin fee
- $3 to $5 million: 0.95%
- $5 to $10 million: 0.90%
- $10 to $30 million: 0.75%
- $30 to $50 million: 0.60%
- $50 to $100 million: 0.50%
- $100 million and up: 0.30%
These fees do not include brokerage commissions, transaction fees, and other related costs and expenses. All advisory fees will be collected by the Manager and a portion of the fee will be payable to Dedicated.