Fondren Oaks Capital Management (FOCM) provides investment management and financial planning services. FOCM works with clients to develop portfolios and plans designed to build and preserve wealth. FOCM also offers financial planning, estate planning, business planning, and educational planning for a fee. FOCM may recommend Third Party/Sub-Advisory Money Managers.
Assets Under Management$19M
Clients19
Advisors2
Avg. per Client$980K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. For clients using Third Party/Sub-Advisory Money Managers, the fees range from 0.35% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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