Family Capital Advisors (FCA) offers investment advice and financial planning. FCA reviews client investment goals, recommends asset allocation strategies, and prepares written investment strategies. FCA also provides financial planning consulting services including risk assessment, investment planning, estate planning, financial organization, and financial decision making. FCA provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$66M
Clients89
Advisors2
Avg. per Client$740K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.15% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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