Frank Capital Partners LLC

Fee-Only (% of Portfolio)

Frank Capital Partners (FCP) offers ongoing investment management services to individuals, private funds, and registered investment companies. FCP creates diversified portfolios using common stocks, bonds, and other securities, generally holding positions for long-term gains. FCP's investment strategies include equity, long/short, and fixed income approaches. FCP may pay cash compensation to third parties for client referrals.

Assets Under Management$41M
Clients19
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$41M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.91%

Frank Capital Partners generally charges clients an annual fee of 0.91% assets, although it has discretion to charge lower rates for certain accounts.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Frank Capital Partners LLC | TrueAdvisor