Fogel Capital Management (FCM) offers investment advice and manages portfolios for individuals, pension plans, charities, corporations, and non-profit organizations. FCM helps clients determine their investment objectives and needs through meetings and phone calls. Accounts are managed based on the client's financial condition, income, tax status, assets, insurance, and risk profile. FCM may manage client accounts on a discretionary or non-discretionary basis.
Assets Under Management$390M
Clients259
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$49M
www.fogelcapital.com ·www.facebook.com/fogelcapital ·www.linkedin.com/company/fogel-capital-manageme...
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule applies to both balanced and bond portfolios. The advisory fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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