Firm
Two Point Capital Management
Pittsford, New York
Fee-only
Two Point Capital Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 6 employees and 106 individual clients, 80 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 217 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pittsford, New York |
|---|---|
| Website | twopointcapital.com |
| Phone | (585) 586-1731 |
Two Point Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge a 1% management fee on the first $1 million of assets under management" source
"We charge a 1% management fee on the first $1 million of assets under management, and a lower fee for the balance of the funds in your portfolio." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $311 million |
| Individual clients | 26 |
| High-net-worth clients | 80 |
| Accounts managed | 217 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-78625) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 131816 |