F.L.Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, investment consulting, and family office solutions. Founded in 1983, the firm serves individuals, families, endowments, and other organizations. F.L.Putnam Investment Management Company tailors portfolios using global equities, fixed income, alternative investments, and mutual funds, with a long-standing emphasis on socially responsible investing. The firm also utilizes artificial intelligence tools for limited investment research purposes while keeping human professionals in control of all investment decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances. Separately managed accounts use flat fees (0.25% to 0.65%).
