Focused Compounding Capital Management, LLC

Fee-Only (% of Portfolio)

Focused Compounding Capital Management (FCCML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. FCCML focuses on "overlooked stocks" like spin-offs and illiquid micro/small caps, typically holding a concentrated portfolio of 5-6 stocks. FCCML requires authority to make trades without client permission. FCCML also manages Focused Compounding Fund, LP, a private fund.

Assets Under Management$42M
Clients50
Advisors2
Avg. per Client$840K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are not generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Focused Compounding Capital Management, LLC | TrueAdvisor