Never more than 1%. Because what’s fair is fair.

Here’s a little secret. Most people with large investment portfolios do not pay more than 1% in management fees. Why? Because they do business with active management investment firms, whose leaders know that 1% is a fair fee. But the financial woods are full of companies who will gladly charge you 2% or 3% or 4%, and who aren’t always upfront about how they disclose their fees either. Even an extra 1% will make a significant difference in your returns over time. And you don’t need to pay it. 

Fairness is what justice really is.

—Potter Stewart

Sure, the fee is not the only thing, but…

If the fee structure is not fair and transparent, what are you to make of the advice you’re getting? At Two Point Capital, we charge a 1% fee on the first $1 million in a client’s portfolio, and after that, the rate goes down. As with any investment service, we pass along trading fees. But we do it with no markup or commission. And there is never a wrap fee, or a fund fee, or a just-because-we-can fee. Just 1%, or less, and the cost of your trades.

What makes Two Point Capital different

  • Active investment management, not a pre-packaged product or broker selling you someone else’s service
  • Proprietary Value+Quality™ approach combines important elements of several time-tested investing philosophies and is designed to deliver performance in good times and in bad
  • Original bottoms-up research into the companies we invest in
  • Your portfolio calibrated to your goals and risk tolerance, so you can sleep at night
  • 20-year audited track record of results; for our clients, we have generated 57% more wealth than the Russell 3000 Index and 73% more wealth than the S&P 500 Index, even after fees.*

Are we the right fit?

Most clients of Two Point Capital are looking for a relationship with a Chartered Financial Analyst® (CFA®), want an investment strategy they can have confidence in over the long term, and have $1 million or more in investable funds. Sound like you? We would welcome the opportunity to meet with you.

There is no cost or obligation, and we will never share your contact information with anyone.

Not-so-fine-print

* Indicates investment growth of our All-Equity Composite as of 12/31/18. After an annual fee of 1% withdrawn quarterly, an initial account value of $1 million would have become $4.44 million, reflecting a compound annual rate of 7.7%. Our management fee never exceeds 1%. Performance results have been audited by an independent accounting firm. Past performance is no guarantee of future results. Individual investor results will vary. Results may be materially affected by market and economic conditions. Detailed cumulative and long-term performance can be viewed at TwoPointCapital.com/performance