Founders Capital Management (FCMI) offers investment management services to individuals, high-net-worth individuals, trusts, estates, charities, pension plans, and corporations. FCMI works with clients to determine their investment objectives, risk tolerance, and desired returns, and then establishes an appropriate investment profile. Clients can choose from growth, balanced, and conservative strategies and can impose reasonable restrictions on FCMI's management of their accounts.
Assets Under Management$280M
Clients130
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable based on account size, expected future additions, level of trading and account complexity. FCMI has waived or negotiated lower fees for certain clients, such as charitable organizations or employees’ family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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