FPL Capital Management
FPL Capital Management (FPLCM) is a Fee-Only RIA that offers comprehensive wealth management under a unique fee structure, based on charging clients a flat annual fee. Fees range from $1,000 to $15,000 per year. FPLCM offers a broad range of management options, which includes both model and customized portfolios. Most strategies utilize low-cost funds from Vanguard, Dimensional (DFA), iShares, and WisdomTree. In addition, FPLCM offers an Institutional Platform that provides clients access to private funds from companies, such as Goldman Sachs, Origin Investments, CRG, Blackstone, Starwood, PIMCO, Carlyle, and Owl Rock. They have custodial relationships with Schwab, Fidelity, and TD Ameritrade. FPLCM also offers ERISA Fiduciary services utilizing the Vanguard Retirement Plan Access (VRPA) platform. They specialize in medical and law practices. They are also CEFEX Certified. E-mail or call them directly at 800-835-1969 for more details.
- Services: Investment management, workplace retirement plans
- Ideal Client: Physician seeking wealth management at a reasonable flat fee
- Location: Metairie, LA
- FPL Capital Management Application, ADV2
- Website, [email protected], (800) 835-1969
From $1,000 to $15,000 annually (based on the level of service provided)