FPFoCo provides financial planning and investment management services, including income tax preparation. They offer comprehensive services that include an initial financial plan with custom analysis and ongoing support. FPFoCo manages investment portfolios based on individual client needs and may recommend third-party asset managers. They primarily offer their services as a combined package, but may offer services on a stand-alone basis in limited circumstances.
Assets Under Management$110M
Clients115
Advisors3
Avg. per Client$960K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for Investment Management Services when part of Comprehensive Services. The annual fee is prorated and paid in advance or arrears on a calendar monthly or quarterly basis. The total fee for Comprehensive Services may exceed 3% of assets under management on an annual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
