Four Points Capital provides investment management services to clients, creating tailored investment strategies based on their financial circumstances, objectives, time horizons, and risk tolerance. They monitor portfolios on an ongoing basis. Clients can impose restrictions on investments. Four Points Capital does not sponsor wrap fee programs.
Assets Under Management$17M
Clients10
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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