Folger Nolan Fleming Douglas Capital Management (CMI) offers discretionary investment management, meaning CMI has the authority to make trades for you. CMI uses a buy and hold strategy, investing in stocks, bonds, and other securities. Accounts are customized based on your goals and risk tolerance. CMI may also purchase exchange traded funds (ETFs) to gain exposure to international equity securities, U.S. small-and mid-cap equity securities, and certain equity market sectors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable and may be higher or lower than the standard schedule depending on the types of assets under management, the size of the account, relationships with other accounts, the extent of supplemental services to be provided to the account, and other factors.