FTN Capital Management provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. They may also create a detailed Investment Policy Statement. FTN offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. FTN also offers Micro Family Office Services including trustee coordination, expense management, and advisor coordination. FTN generally invests in mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, and private placements.
Assets Under Management$29M
Clients9
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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