Lydia Idem is a registered investment advisor at Fm Capital Group, based in Oakland, CA, with 11 years of industry experience. Lydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
FM Capital Group offers consulting and advising services for individual, group, and institutional investors. These services include quarterly reviews, phone calls, meetings, and implementation of the approved investment strategy. Once a written agreement is in place, the client pays upwards from $1,500 annual fee, billed in arrears. A $500 retainer fee is due at signing.
Location
1305 Franklin Street, Suite 250, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fm Capital Group
Previous Registrations
Bay Street Capital Holdings
Fm Capital Group
State Registrations1 state
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