Paul
Touchstone
Fort Point Capital Partners LLC
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About this Advisor
Paul Touchstone is a financial advisor based in San Francisco, California, working with Fort Point Capital Partners LLC. Paul has previously held positions at Fort Point Capital Partners, LLC, Gordian Investments, Stratifi, LLC, and Gordian Investments, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Louisiana, and Texas. Currently, Paul is part of Fort Point Capital Partners LLC, which operates out of San Francisco, California. The firm has 1 office and 25 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Fort Point Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,491,236,164
25
1,150
$1,296,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Paul Touchstone Work History
Fort Point Capital Partners, LLC
Gordian Investments, LLC
Gordian Investments
Stratifi, LLC
Disclosures
Please visit the SEC profile of Paul Touchstone 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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