Folger Nolan Fleming Douglas Incorporated (FNFD) offers investment advice to a single ultra-high-net-worth family. FNFD meets with the client to review their financial situation and goals, then customizes an investment strategy. FNFD also reviews the client's assets, debts, cash flow, and estate planning, and coordinates with their other financial professionals. FNFD does not make trades without the client's permission.
Assets Under Management$860M
Clients471
Advisors21
Avg. per Client$1.8M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The annual advisory fee is 0.30% on equity positions and 0.10% on fixed income positions (and no management fees on cash or cash equivalent positions, including U.S. Treasuries). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21 Advisors at this firm
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