Anna Case is a CFP-designated registered investment advisor at Founders Capital Management, LLC, based in Hartford, CT, with 3 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 224 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% on equity investments. 0.75% on fixed-income investments. 0.25% on U.S. Treasury and equivalent investments. The total fee for balanced portfolios will be adjusted within these ranges. Fees are subject to negotiation based on asset size and legacy securities.
Fee Estimator
Location
One State Street, Suite 1700, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Founders Capital Management, LLC
State Registrations2 states
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