Folger Nolan Fleming Douglas Incorporated operates a private wealth management business offering investment advisory services tailored to an ultra-high-net-worth family client. The firm provides non-discretionary investment management and financial analysis, covering asset reviews, debt positions, cash flow evaluation, and estate planning coordination. Folger Nolan Fleming Douglas Incorporated acts in its client's best interest, designing custom strategies based on risk tolerance and investment objectives. While the firm historically operated primarily as a broker-dealer, its private wealth management division focuses on personalized portfolio oversight and ongoing coordination with other professionals like accountants and attorneys. The advisory services are currently restricted to a single family client relationship and are not generally offered to new retail clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fees are 0.30% on equity positions and 0.10% on fixed income positions. No management fees are charged on cash, cash equivalents, or U.S. Treasuries.