Founders Capital Management manages investment portfolios and provides personalized investment advisory services for individuals, families, trusts, estates, and retirement plans. Founders Capital Management builds customized portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. Portfolios can range from conservative fixed-income strategies to aggressive growth equity portfolios. Founders Capital Management operates on both discretionary and non-discretionary bases, meaning they can make trades on your behalf or seek your approval first. In addition to portfolio management, Founders Capital Management offers complimentary financial planning services as part of their wealth management relationship. The firm focuses on fundamental, bottom-up analysis of businesses and aims to protect principal while seeking long-term returns.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by asset type: 1.00% for equities, 0.75% for fixed income, and 0.25% for U.S. Treasuries. Cash balances are not charged a fee. Fees are negotiable based on asset size and legacy securities.