FM Capital Group offers investment advising services, including due diligence, negotiation of investment terms, and ongoing monitoring. Services can be comprehensive or limited. Clients are free to use other professionals for legal, accounting, tax, and brokerage services. FM Capital Group does not hold client accounts or exercise discretionary authority over client investments.
Fee Structure
FM Capital Group offers consulting and advising services for individual, group, and institutional investors. These services include quarterly reviews, phone calls, meetings, and implementation of the approved investment strategy. Once a written agreement is in place, the client pays upwards from $1,500 annual fee, billed in arrears. A $500 retainer fee is due at signing.