E Hancock is a CFA-designated registered investment advisor at Finial Point Capital Management LLC, based in Mission Hills, KS, with 4 years of industry experience. E operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria. In addition to the annual fee, FPCM may also charge Client an annual performance-based fee at a rate agreed upon level based upon outperformance to a specific benchmark. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year. This cap of 3% of assets under management collectively reflects all fees including annual management fee and any performance-based fees.
Fee Estimator
Location
Mission Hills, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Finial Point Capital Management LLC
State Registrations1 state
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