Five Point Investments (FPI) provides investment management and financial planning services to individuals. FPI offers a Beginner’s Investment Kit, ongoing investment management, full-service financial planning and investment management, one-time financial plans, and hourly consulting. FPI tailors its services to each client's needs and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$75K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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