FC Wealth Solutions (FCWS) provides ongoing portfolio management based on individual client goals and risk tolerance. FCWS creates a plan to select a portfolio matching each client's situation. FCWS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. FCWS generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$200M
Clients144
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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