FPC Investment Advisory offers investment management, financial planning, consulting, and tax preparation services. They manage portfolios for individuals, high-net-worth individuals, families, estates, trusts, corporations, and charitable organizations. FPC primarily invests in securities, mutual funds, and exchange-traded funds. They require a minimum account size of $2,000,000, but may accept smaller accounts at their discretion.
Assets Under Management$360M
Clients162
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Annual fee may be up to 1.25% depending on assets under management, scope, and complexity. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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