Finmas Capital LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Finmas also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Finmas generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$1.1M
Clients102
Advisors1
Avg. per Client$11K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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