Family Capital Management offers personalized investment advice and portfolio management. They work with clients to understand their financial goals, risk tolerance, and time horizon to develop a suitable investment strategy. They also offer financial consulting services that address specific areas of concern. They provide complimentary advice on estate planning, retirement planning, education planning, income tax planning, liability planning, and insurance planning.
Assets Under Management$440M
Clients499
Advisors4
Avg. per Client$870K
Avg. per Advisor$110M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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