Dew Point Capital
Assets Under Management
$366.6M
Number of Clients
550
Number of Advisors
3
Avg. Portfolio per Client
$667K
Avg. Managed per Advisor
$122.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Dew Point Capital offers investment and financial planning services, managing portfolios on a discretionary basis. Dew Point uses a strategic allocation strategy to reduce risk and increase performance, potentially using various securities like stocks, bonds, mutual funds, and ETFs. They also provide retirement income planning services. Financial planning services may include investment strategies, retirement planning, tax optimization, and estate planning. Dew Point tailors its services to each client's needs.
Fee Structure
Dew Point Capital charges an annual management fee based on the value of your portfolio, paid quarterly. The fee ranges from 0.20% to 1.50% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
Areas of Practice
Location
7080 Hollywood Blvd., 7th Floor, Los Angeles, CA, 90028