Fca CORP
Assets Under Management
$525.7M
Number of Clients
171
Number of Advisors
13
Average Client AUM
$3.1M
AUM per Advisor
$40.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FCA Corp offers portfolio management, financial planning, and consulting services to individuals, managed entities, and open-ended mutual funds. Portfolio management services are provided on a discretionary and non-discretionary basis. Financial planning addresses various areas of concern, including personal, tax, cash flow, death, disability, retirement, and investments.
Fee Structure
Portfolio management fees are a percentage of assets under management, with a rate of 1.0% per annum for assets of $1,000,000 or less, and a lower percentage for assets greater than $1,000,000. A minimum of $100,000 of assets under management is required, but this is negotiable. Financial planning and consulting fees can be charged as a percentage of assets, an annual fixed fee, or an hourly rate ranging from $60 to $550 per hour. The actual rate depends on the scope of services and portfolio size.
Areas of Practice
Location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925