Farm Girl Capital offers investment management and financial planning services. As a legally required fiduciary, Farm Girl Capital acts in the client's best interest. Investment management involves creating a portfolio strategy based on the client's goals, risk tolerance, and financial situation, primarily using mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, education savings, and personal savings. Farm Girl Capital may also refer clients to other specialists like accountants or attorneys.
Assets Under Management$18M
Clients40
Advisors1
Avg. per Client$440K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000. Minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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