FCA Corp offers personalized investment management, comprehensive financial planning, and consulting services for individuals, families, and business entities. Founded in 1975, the registered investment advisor builds customized portfolios using fundamental analysis and macro-economic considerations, investing across a wide range of asset classes including equities, fixed income, mutual funds, exchange-traded funds, real estate, and alternative investments. FCA Corp also manages open-end mutual funds and provides real estate advisory and administrative services to various managed entities. Financial planning services cover personal budgeting, tax planning, cash flow analysis, insurance needs, retirement strategies, and estate planning. Clients can choose between discretionary and non-discretionary portfolio management services based on their individual needs and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Rates are negotiable. For assets of $1,000,000 or less, the rate is 1.0% per annum, and for assets greater than $1,000,000, the rate is less than 1% per annum.