Front Street Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Front Street Capital Management (FSCM) is a registered investment advisor that manages investment portfolios for clients based on their individual needs and goals. FSCM offers several portfolio management services including equity, mutual fund, and fixed income portfolios, as well as consulting services for specific financial concerns. FSCM also manages the Tarkio Fund, a publicly traded mutual fund.

Assets Under Management$610M
Clients1,436
Advisors5
Avg. per Client$430K
Avg. per Advisor$120M

Fee Structure

Investment management only (planning not offered)

Front Street Capital Management's fees for managing your investments are based on a percentage of the assets they manage for you. The specific percentage depends on the type of portfolio and the complexity of your situation.

  • Equity Portfolios: Typically 1% of the assets managed. A minimum of $100,000 is recommended for this service.
  • Mutual Fund Portfolios: Typically 0.375% of the assets managed. No minimum assets are required.
  • Fixed Income Portfolios: Typically ranges from 0.10% to 0.30% of the assets managed. A minimum of $100,000 is recommended for this service.
  • Delano Portfolios: Will not exceed 1.0% of assets managed. No minimum assets are required.

If you invest in the Tarkio Fund through Front Street Capital Management, you will not be charged a management fee on the portion of your assets invested in that fund. Consulting services are also available for an hourly or fixed fee.

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Location

5 Advisors at this firm