FPL Capital Management offers investment advice and manages portfolios for individuals, trusts, retirement plans, and businesses. The firm creates customized and model portfolios using passively and actively managed index funds. Financial planning and consulting are included with investment management, but are also available separately for an hourly fee. FPL Capital Management uses discount brokers like Schwab and Fidelity and has a network of professionals for estate planning, accounting, and insurance.
Fee Structure
FPL Capital Management's fees for wealth and asset management range from $5,000 to $15,000 annually. In some cases, a fee of 0.70% of your portfolio will be charged until the annual fee reaches the maximum for the service level you selected, but it will not exceed $15,000. Financial planning is included for no additional fee for wealth and asset management clients.