Fire Capital Management (FCM) offers investment management and financial consulting services to high-net-worth and ultra-high-net-worth individuals and families. FCM provides customized investment strategies and personalized service. FCM also works with institutional clients, such as private foundations, through its Outsourced Chief Investment Officer (OCIO) service. FCM may utilize financial planning expertise, advice, and technology to best serve clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Total assets under management are aggregated at the relationship level for billing purposes. For Separately Managed Accounts (SMAs) managed by third-party managers, a distinct advisory fee schedule may apply—typically at a lower rate than our standard investment management fee. For Donor-Advised Fund (DAF) accounts where we do not provide investment management services, only an administrative fee may be applied.