Fern Capital is an investment management firm that provides portfolio management based on individual client needs. Fern Capital does not sell commissioned products. The firm offers ongoing portfolio management services, qualified plan consulting, and investment consulting services. Clients may place restrictions on investments.
Assets Under Management$71M
Clients45
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$36M
www.linkedin.com/in/ina-fernandez-cpa-20877010 ·www.ferncapitalinc.com ·www.linkedin.com/in/anne-nichols-cfa-140227b
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Minimum annual fee of $1,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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