Fischer Capital Management (FCML) provides ongoing portfolio management through separately managed accounts, focusing on long-term equity investments. They require authority to make trades without asking first. FCML also offers business consulting services, primarily Excel spreadsheet work and advice for managing business finances and operations. FCML generally limits its investment advice to fixed income securities, equities, treasury inflation protected/inflation linked bonds and non-U.S. securities, although FCML primarily recommends equities.
Assets Under Management$12M
Clients12
Advisors2
Avg. per Client$1M
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees are generally negotiable. Qualified Clients can opt to pay a 15% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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