Fidelity Capital Management (FCM) offers financial planning and investment services. FCM works on a non-discretionary basis, meaning clients approve all trades. Investment plans are tailored to clients' risk tolerance and age, and clients can restrict certain types of securities. FCM primarily uses mutual funds and bond funds for client investments.
Assets Under Management$150K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$150K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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