Financial Concepts Unlimited (FCU) is a registered investment advisor that manages investment portfolios and offers financial planning services. FCU works with individuals, high net worth individuals, corporations, and pension plans. FCU creates investment strategies based on your financial experience, goals, and concerns. They also offer financial, estate, education, and retirement planning services.
Assets Under Management$190M
Clients205
Advisors1
Avg. per Client$930K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
FCU offers investment management services where your fee is based on the value of your account. The annual fee is calculated as a percentage of the assets in your account, with rates varying based on the amount you invest:
- $0 to $499,999: 1.40% - 2.00%
- $500,000 to $999,999: 1.10% - 1.75%
- $1,000,000 to $1,999,999: 1.00% - 1.50%
- $2,000,000 and Above: Negotiable
FCU also manages variable annuity sub-accounts for a flat fee of 1.25% per year, regardless of the account size.
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