FCA Corp offers investment management, financial planning, and consulting. Investment management involves ongoing advice and decisions about your investments. Financial planning creates a written plan to help you reach your financial goals. Consulting provides advice on specific financial topics. FCA also manages the Commonwealth Funds, an open-end investment company.
Assets Under Management$620M
Clients183
Advisors13
Avg. per Client$3.4M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
For assets greater than $1,000,000, a percentage less than 1% per annum. The rate is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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