Foundation Capital Management (FCM) offers financial planning and investment advice, including asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. FCM manages investments with discretion, meaning they can make trades without your prior approval, within pre-defined goals and risk tolerances. They also offer long-term buy-and-hold services. FCM works with high net worth individuals, trusts, and corporations.
Fee Structure
Foundation Capital Management charges an annual fee based on the value of your investments, deducted quarterly. The annual percentage currently ranges from 0.50% to 2.00%, but is subject to change and negotiation based on your specific situation. Fees are deducted from your account and will be shown on your custodian's statement.