Fuhrmann Capital provides investment management services, managing equity and fixed income portfolios. The firm aims for long-term capital appreciation through a buy-and-hold approach, focusing on undervalued U.S. equities. Financial planning services are included as part of the overall services. Fuhrmann Capital seeks to understand each client's financial situation and goals to tailor its advice.
Assets Under Management$56M
Clients96
Advisors2
Avg. per Client$590K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate applies to equity assets. Fixed income assets are charged 0.50% annually. Fees may be negotiable for groups of affiliated accounts and individuals with whom Fuhrmann Capital has had a long-standing relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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