Frank Capital Management (FCM) manages investment portfolios for individuals and trusts based on their financial situation and risk tolerance. FCM invests in stocks, bonds, and other securities, aiming for diversified portfolios held for long-term growth. FCM's investment approach involves analyzing company financial statements to find undervalued stocks.
Assets Under Management$8.2M
Clients20
Advisors1
Avg. per Client$410K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
FCM has discretion to charge lower rates for certain accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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