FCI Advisors offers investment supervisory services, manages investment advisory accounts, and provides investment advice through consultations and special reports. They provide individualized, discretionary investment management services to institutional clients and offer investment advisory services to clients of Separately Managed Account sponsors. FCI also provides plan sponsors with fiduciary services.
Assets Under Management$1.9B
Clients541
Advisors8
Avg. per Client$3.5M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
FCI Advisors charges a percentage of your portfolio's value for investment management. The fees are negotiable.
For fixed income accounts below $10 million:
- 0.40% on the first $5,000,000
- 0.30% on the balance
For institutional fixed income accounts (minimum $10 million):
- 0.30% on the first $25,000,000
- 0.25% on the next $25,000,000
- 0.20% on the balance
For model portfolios, the fee is 0.20% to 0.25% of the assets managed under the model.
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