Francis Capital Management (FCM) offers investment and wealth management services to individuals and families. FCM customizes each client’s portfolio to their specific circumstances and needs, determining an investment strategy that supports their financial goals, objectives, and risk tolerance. FCM invests client’s assets in individual equity and fixed income securities, mutual funds, and exchange traded funds.
Assets Under Management$30M
Clients33
Advisors1
Avg. per Client$910K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are between 0.45% and 1.50% depending on the type of account. FCM may reduce its minimum fee and/or charge a lesser investment fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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