Clearpoint Capital, L.L.C. is an adviser based in Fairhope. It manages $4.08 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2005.
Clearpoint Capital, L.L.C provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clearpoint Capital, L.L.C. is $4.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Clearpoint Capital, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Clearpoint Capital, L.L.C. performs its advisory services is located at 18300 Scenic Highway 98; Suite E, Fairhope, AL 36532, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 251-517-5071 or by fax 251-928-9665. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.