Factory Capital provides comprehensive investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, and business owners. The firm offers discretionary and non-discretionary portfolio management, leveraging outsourced investment platforms and third-party managers to construct personalized portfolios using stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. Factory Capital also provides integrated wealth management, coordinating with outside accounts and holding-away assets through platforms like Pontera. In addition to investment oversight, the firm offers financial planning covering business planning, cash flow forecasting, estate planning, tax strategies, retirement planning, insurance analysis, and charitable giving. Factory Capital operates as a registered investment adviser legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable depending on client circumstances. Clients also pay separate platform fees (0% to 0.30%) and third-party manager fees (up to 1.50%) when using recommended investment programs.