FM Capital Group is a registered investment advisor based in Oakland, California, offering investment advisory services and consulting to individuals, groups, and institutional investors. FM Capital Group assists clients by conducting investment due diligence, negotiating investment terms, and providing ongoing portfolio monitoring. The firm focuses on strategic asset allocation to balance capital appreciation with income needs and incorporates social impact goals. FM Capital Group also advises on private placement investments and venture capital opportunities. Clients retain custody of their accounts and use third-party broker-dealers of their choice. FM Capital Group operates on a flat fee structure for its advisory services and may charge performance-based fees specifically on private placement investments.
Fee Structure
FM Capital Group charges an annual flat fee starting at $1,500 for investment consulting and advisory services. When you sign your agreement, a $500 retainer fee is due, and the remaining balance is billed annually in arrears for the calendar year. All fees are negotiable.