First Perspective Capital (FPC) provides ongoing portfolio management based on individual client goals, including investment strategy, asset allocation, and risk tolerance. FPC may also direct clients to third-party investment advisors. FPC offers pension consulting services and financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. FPC generally limits its investment advice to fixed income securities, exchange-traded real estate funds, equities, ETFs and other mutual funds, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$200K
Clients4
Advisors1
Avg. per Client$50K
Avg. per Advisor$200K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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