Florence Capital Advisors (FCA) provides financial planning, consulting, and investment management services to individuals, high net worth clients, trusts, and charitable organizations. FCA manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, alternative investments, and independent investment managers. FCA also sponsors special purpose vehicles (SPVs) for pooled investments. FCA works with clients to assess their risk tolerance, time horizon, and financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees generally vary between 0.50% and 1.25% depending on portfolio size and composition. FCA also charges certain qualifying clients a performance fee based on the return of specific private investments recommended and/or managed by FCA.