Floyd Capital Management manages investments for individuals, pension plans, trusts, and other entities. They use exchange-traded funds and mutual funds, adjusting the mix based on market conditions. Floyd Capital Management does not tailor advice to individual client needs, and clients cannot restrict investments.
Assets Under Management$210M
Clients308
Advisors3
Avg. per Client$690K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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