Three Main Points LLC provides investment advice and financial planning services tailored to individual client needs. They offer discretionary portfolio management, where they make investment decisions without prior client approval, and financial planning services, ranging from broad financial planning to single-subject consultations. The firm primarily advises on US and foreign equities, US treasuries, ETFs, and options.
Fee Structure
Three Main Points LLC charges 2% of the value of your portfolio annually for investment management services. This fee is calculated and charged daily by the custodian. For "qualified clients", the firm offers performance-based fees instead of the standard percentage. These clients can choose between a fee based on outperformance of the SPY ETF or a fixed hurdle fee based on capital appreciation exceeding 10% per year.