Foresight Capital Management Advisors (FCMA) offers investment management, investment consulting, financial planning, and retirement plan investment management and advisory services. FCMA works with defined contribution plans, endowments, high net worth individuals, trusts, estates, and pension and profit-sharing trusts. FCMA analyzes client financial situations, provides investment recommendations, manages mutual fund and securities portfolios, and offers investment manager searches and performance reports.
Assets Under Management$310M
Clients548
Advisors3
Avg. per Client$570K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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