Bearing Point Capital

DBA: Bearing Point Capital, Llc

3800 AMERICAN BLVD. WEST, Bloomington, Minnesota 55431

SEC CRD#332023
Last ADV filed: 03/26/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.25%of assets under management
Flat Feefixed fee ranging from $1,000 to $150,000,per year

Detailed Fee Schedule

– the first $2,000,000 of the client’s account will be subject to a fee rate of 1.25% and the remaining assets will be subject to a fee rate of 0.90%. Bearing Point Capital Disclosure Brochure 8 Bearing Point’s policy is to include all related client accoun

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

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