First Class Capital is an investment advisory firm that manages investments for both individual and institutional clients. The firm specializes in financial planning and portfolio management, using a strategic, diversified approach to help clients accumulate wealth. First Class Capital uses modern portfolio theory and seeks uncorrelated securities to maximize returns while minimizing risk. They may also use alternative options to hedge against potential losses.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $400K | 1.25% |
| $400K+ | 1.00% |
Some clients may qualify for a performance-based fee of 15% of capital profits earned each quarter instead of the standard AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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