Bearing Point Capital's Form ADV discloses 1.25% on the first $2 million, 0.90% on the next $3 million, 0.80% on the next $5 million, 0.65% on the next $15 million, and 0.50% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #332023), Bearing Point Capital is subject to fiduciary duty under federal law.
Bearing Point Capital is headquartered in RICHFIELD, MN.
Bearing Point Capital serves 95 high-net-worth clients according to their SEC filing dated August 11, 2026. View client details ↓
According to their SEC Form ADV, Bearing Point Capital offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Bearing Point Capital manages $1.1 billion in client assets according to their SEC filing dated August 11, 2026.
According to their SEC Form ADV, Bearing Point Capital serves high-net-worth individuals and institutional clients. View client details ↓