Axis Point Capital offers investment management services, primarily a hedged equity strategy, to individuals, high net worth clients, business entities, retirement plans, and non-profit organizations. The firm manages investments with discretion and does not sell financial products on commission. Clients maintain asset control and engage other professionals like lawyers and accountants directly.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Axis Point Capital may also charge a performance-based fee equal to 20% of the realized and unrealized appreciation of the net asset value of the client’s account. The investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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