Farm and Community Advisory (FCA) provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. FCA creates investment policy statements and constructs plans to match client-specific situations. FCA also offers consulting services to pension and employee benefit plans, including 401(k) plans. FCA primarily recommends stocks and mutual funds but may use other securities to diversify portfolios.
Assets Under Management$55K
Clients2
Advisors3
Avg. per Client$28K
Avg. per Advisor$18K
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...