Family Capital Management provides personalized portfolio management and financial consulting services to individuals, families, trusts, and businesses. Family Capital Management builds customized investment portfolios primarily using mutual funds, exchange-traded funds, annuities, real estate investment trusts, and leveraged funds, while incorporating fundamental and technical analysis. In addition to managing investments, Family Capital Management offers complimentary advice on broader wealth management topics such as retirement planning, estate planning, education funding, tax strategies, and insurance analysis. Standalone financial consulting services are also available based on a percentage of net worth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees for amounts over $10,000,000 are negotiable. Clients may be subject to different fee schedules depending on when their agreement was signed.