Fireside Capital Advisors (FCA) offers wealth management and portfolio management services. FCA aims to provide independent, fee-only investment advice, acting as a fiduciary for individuals, families, and institutions. FCA works with clients to understand their financial goals and create tailored solutions using publicly traded securities. Comprehensive financial planning is included as part of their services.
Assets Under Management$240M
Clients140
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for assets over $20,000,000. Portfolios with a total value of less than $1,000,000 across all household accounts combined may be charged a flat rate of 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...