Family Partners Capital (FPC) is an investment advisory firm that offers portfolio management services using a long-only concentrated equity strategy. FPC works with individuals, high-net-worth individuals, endowments, and foundations. FPC requires authority to make trades without asking first. Investment strategies are tailored to each client's situation, considering income, tax levels, and risk tolerance.
Assets Under Management$100M
Clients157
Advisors2
Avg. per Client$650K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...