Dew Point Capital offers customized investment management and financial planning services for individuals, families, and businesses. The firm builds tailored portfolios using a strategic allocation approach, selecting individual stocks, bonds, exchange-traded funds, and mutual funds to match each client's specific goals and risk tolerance. In addition to managing investments, Dew Point Capital provides comprehensive retirement planning, cash flow analysis, tax optimization strategies, and estate planning guidance. The firm operates on a fee-based model and does not require a minimum account balance to open or maintain an account, making its services accessible to a wide range of investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fees range from 0.20% to 1.50% depending on strategy complexity and account size. Fees are negotiable.