Frederick
Bruenner
Fort Point Capital Partners LLC
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About this Advisor
Frederick Bruenner is a chartered financial analyst working out of Narberth, Pennsylvania who has 6 years of industry experience. Bruenner works at Fort Point Capital Partners LLC. Their career trajectory has included roles at Cypress Point Solutions, Gordian Investments, LLC and Fort Point Capital Partners, LLC. Bruenner maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in California. Fort Point Capital Partners LLC is an advisory business that has its headquarters in San Francisco, CA. The company has a total of 21 financial advisors. It has $1 billion in total assets among its 1,111 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,111 customer accounts, 80% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services are offered. Fees charged by Fort Point Capital Partners LLC most likely include some combination 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
Frederick Bruenner Work History
Frederick has been registered as a financial advisor for 6 years.*
Gordian Investments, LLC
Fort Point Capital Partners, LLC
Gordian Investments, LLC
Cypress Point Solutions
*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 Frederick Bruenner 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
New York, NY
San Francisco, CA
San Francisco, CA
Narberth, PA
San Francisco, CA
Naples, FL
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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