Five Points Investment Advisors, LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. The firm primarily recommends equities, but may also use mutual funds, fixed income securities, ETFs and non-U.S. securities to diversify portfolios.
Assets Under Management$41M
Clients28
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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