Founders Capital Management provides customized investment management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Founded in 1995 and based in Houston, Texas, the firm helps clients choose from growth, balanced, and conservative strategies tailored to their individual needs, risk tolerance, and investment objectives. Founders Capital Management typically invests client assets in domestic and international stocks, bonds, mutual funds, exchange-traded funds, warrants, certificates of deposit, and options, while allowing clients to place reasonable restrictions on account management. The firm’s investment committee relies on fundamental analysis of issuers and funds to make long-term investment decisions.
Fee Structure
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. Fees have been waived or negotiated for certain clients such as charitable organizations or employees' family members.