NinePointTwo Capital offers investment advisory services, primarily managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, investing in various securities and recommending redistributions to diversify portfolios. They also offer tax-aware strategies. NinePointTwo Capital manages NPT Neutron Fund I, LP, a pooled investment vehicle. The firm tailors services to individual client needs and addresses client-imposed restrictions.
Fee Structure
NinePointTwo Capital charges a quarterly management fee based on a percentage of your portfolio's value. The annual fee ranges from 0.50% to 2.00%. This fee is negotiable and can be based on factors like future earning capacity, additional assets, or the amount being managed.