Assets Under Management

$525.7M

Number of Clients

171

Number of Advisors

13

Average Client AUM

$3.1M

AUM per Advisor

$40.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

FCA Corp offers portfolio management (discretionary and non-discretionary), financial planning, and consulting services. They manage separately managed accounts, advise the Commonwealth International Series Trust, and provide services to managed entities. Their services include investment advice, real estate advisory, and administrative services.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925

13 Advisors at this firm

Fca Corp | TrueAdvisor