Assets Under Management
$328.8M
Number of Clients
460
Number of Advisors
3
Average Client AUM
$715K
AUM per Advisor
$109.6M
Compensation
Fee-Only (AUM)
Family Capital Management offers portfolio management on a discretionary basis and financial consulting services tailored to individual client needs. They provide complimentary advice on wealth management issues like estate, retirement, education, income tax, liability, and insurance planning. They may also recommend independent investment managers.
| Assets Under Management | 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 amounts over $10,000,001.
168 Louis Campau Promenade NW,, Suite 500, Grand Rapids, MI, 49503