Founders Capital Management provides investment advice and manages portfolios based on clients' individual needs and goals. They categorize portfolios based on risk tolerance, ranging from conservative income to aggressive growth. Founders invests in individual stocks, bonds, and mutual funds. They may also provide complimentary financial planning services as part of their wealth management services. Founders acts as a fiduciary when providing investment advice regarding retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% on equity investments. 0.75% on fixed-income investments. 0.25% on U.S. Treasury and equivalent investments. The total fee for balanced portfolios will be adjusted within these ranges. Fees are subject to negotiation based on asset size and legacy securities.