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Timothy Todd McDowell

Fort Point Capital Partners LLC

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About Timothy Todd McDowell

Timothy McDowell is a Managing Partner at Fort Point Capital Partners LLC, an SEC Registered Investment Adviser that sponsors Funds-of-Funds. Timothy has been in the industry since May 2014 and is registered in 27 states. He holds the Series 66, Series 7, and SIE licenses. Timothy is also a Member of New Fort Point Insurance Services LLC. Timothy is a well-established investment professional with a strong track record of success.

Firm Information

Timothy McDowell is currently registered with Fort Point Capital Partners LLC. Fort Point Capital Partners LLC is a San Francisco, CA-based investment advisor registered with the SEC. The firm manages approximately $1,491,236,164 in assets for individuals, high-net-worth individuals, and pooled investment vehicles. They offer financial planning and portfolio management services.
Fort Point Capital Partners LLC

275 SACRAMENTO STREET

SAN FRANCISCO, CA 94111

$1.49B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Timothy McDowell’s Registration & Firm History

CA

12/14/2017 - Present

Fort Point Capital Partners LLC (SAN FRANCISCO CA)

CA

06/24/2019 - 12/17/2019

GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)

CA

05/06/2014 - 11/30/2018

GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Todd McDowell.
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