Joseph
Pitts
Fort Point Capital Partners LLC
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About this Advisor
Joseph Pitts is a certified financial planner operating in San Francisco, California who has 10 years of relevant experience. Pitts is an employee of Fort Point Capital Partners LLC. They have spent all of their time as a financial advisor at Fort Point Capital Partners Llc. Pitts holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Utah. Fort Point Capital Partners LLC is an advisory company operating out of San Francisco, CA. The company has a total of 21 employees. It controls $1 billion in total assets among its 1,111 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,111 client accounts, 80% belong to high-net-worth investors who have greater than $1 million in investable assets. Fort Point Capital Partners LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Fort Point Capital Partners LLC likely are comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,157,459,412
21
1,111
$1,041,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Joseph Pitts Work History
Joseph has been registered as a financial advisor for 10 years.*
Fort Point Capital Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Pitts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
Narberth, PA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
