Flower City Capital (FCC) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. FCC creates an Investment Policy Statement for each client to guide portfolio selection. FCC also provides financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. FCC primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$440M
Clients230
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Portfolio management asset-based fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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