FPL Capital Management
FPL Capital Management is a Fee-Only RIA that offers a unique fee structure, which is based on charging clients a flat annual fee for services provided. Fees range from $1,000 to $5,000 per year. FPL 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, WisdomTree, and AQR. They have custodial relationships with Schwab, Fidelity, and TD Ameritrade. In addition to asset management, FPL offers an Institutional Platform that provides clients access to private debt and private equity funds. FPL also offers Wealth Management and ERISA Fiduciary services. They specialize in medical practices and their focus is on practices with fewer than 20 employees. They offer this service utilizing the DC Platforms of Vanguard, and DFA. E-mail or call them directly at 800-835-1969 for more details.
- Services: Investment management, workplace retirement plans
- Fee Structure: Flat-fee
- Location: Metairie, LA
- FPL Capital Management Application, ADV2
- Website, [email protected], (800) 835-1969
From $1,000 to $5,000 annually (based on the level of service provided)