Foothills Capital Management (FCM) provides portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. FCM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, FCM provides pension consulting services to employee benefit plans. FCM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds.
Assets Under Management$29M
Clients96
Advisors1
Avg. per Client$310K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable based on client type, complexity, and other services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...