F3 Capital LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. F3 Capital also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. F3 Capital generally limits its investment advice to mutual funds and insurance products including annuities, although they primarily recommend index funds.
Assets Under Management$27M
Clients103
Advisors1
Avg. per Client$260K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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