KPoint Capital provides personalized investment management and financial planning services. They offer both discretionary and non-discretionary investment advisory services tailored to each client's financial goals, risk tolerance, and time horizon. KPoint also provides financial planning services, including asset allocation recommendations and retirement income projections. They may also provide advisory services for held-away accounts like 401(k)s and 529 plans.
Assets Under Management$4.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.6M
Fee Structure
KPoint Capital charges a percentage of your portfolio annually. They also offer a performance-based fee model for qualified clients, which includes a management fee plus a percentage of net profits. Fees are negotiable and outlined in the client agreement.
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