PointOne Family Office (P1FO) provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. P1FO creates an Investment Policy Statement for each client, outlining their current situation. P1FO generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and will be memorialized in the client’s advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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