FortuneNavi Capital (FNC) offers financial planning and investment management services. FNC helps clients create and implement plans to build and protect their wealth. Financial planning covers various aspects of a client's financial situation. Investment management uses model portfolios or other investment options like mutual funds and ETFs to meet specific goals. FNC does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees, account minimums, and their applications to family circumstances may be negotiable. Advisory fees may be waived for employee-related accounts, family members, and certain other accounts, at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...