Fleet Capital Management (FCM) is a fee-only investment advisory firm owned by Bruce Fleet. FCM focuses on risk management using quantitative analysis techniques. FCM manages investment portfolios for individuals, high net worth individuals, charitable institutions, foundations, and trust accounts. The firm uses stocks and ETFs as primary investment vehicles and technology to screen investment choices.
Fee Structure
Fleet Capital Management charges a percentage of the total assets managed for a family. The annual management fee is between 0.5% and 1% of all assets managed, based on the risk account level chosen by the client. Fees are negotiable for accounts over $5,000,000. Fees are charged monthly, in advance, based on the value of your portfolio on the last business day of the prior month. If you end the agreement before the end of the month, you'll get a refund of any unearned fees.