Fien Capital Management offers investment management and consulting services to individuals, high net worth individuals, retirement plans, and other entities. They evaluate client needs, formulate investment objectives, and construct tailored portfolios. The firm manages portfolios on both a discretionary and non-discretionary basis, making investment selections or recommendations based on client needs and objectives.
Assets Under Management$140M
Clients107
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiated individually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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