Financial Designs Corporation (FDC) offers personalized financial planning and investment portfolio management services. FDC uses an active management approach to investments and encourages client participation. Services include financial planning, portfolio management through a wrap fee program, and asset allocation for employer-sponsored retirement plans. FDC is a fee-only advisor.
Assets Under Management$510M
Clients516
Advisors3
Avg. per Client$980K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Older client relationships may be subject to a different fee schedule and account minimum. FDC may combine the account values of family members living in the same household to meet the account minimum of $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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