Fifth Point Advisors LLC

Fee-Only (% of Portfolio)

Fifth Point Advisors provides ongoing portfolio management services to individuals through separately managed accounts, tailoring strategies to their goals and risk tolerance. They also manage a private fund, Woodridge Capital LP. Investment decisions are made with fiduciary duties in mind, aiming for fair allocation of investment opportunities among clients. Fifth Point generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, equity options, non-U.S. securities and venture capital funds.

Assets Under Management$1.4M
Clients6
Advisors1
Avg. per Client$240K
Avg. per Advisor$1.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.00%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Fifth Point Advisors LLC | TrueAdvisor