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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1M+ | 1.00% |