FMD Capital Management

Lower Fees To Enhance Your Returns

When starting out on the path of selecting an investment adviser, it is important to understand how they are compensated in order to determine their motivation for investing your nest egg.  As a fee-only investment adviser, we strive to put you in the lowest cost investments to give you the best returns, net of fees.  We are also held to the highest standard of fiduciary conduct, which means that we place your interests ahead of ours at all times.

At FMD Capital Management, we charge an ongoing management fee to select the best investments to meet your goals rather than being beholden to the highest commission products.  The fee is expressed as a percentage of assets under management so that when your account grows, so does our compensation.  This removes the conflict of interest and puts both of us on the same side of the table.

In our opinion, investors should not have to pay exorbitant fees for active management.  For this very reason, we have competitively positioned our fee schedule to reflect the value we can add to your investment portfolio through our strategic changes, superior research capabilities, and thorough fund selection methodology.

Our commitment is to provide a consistent investment process for our clients at a reasonable cost. 

Strategic Income Portfolio
$250,000 – $499,999 = 1.00%
$500,000 – $999,999 = 0.90%
$1,000,000 – $1,999,999 = 0.75%
$2,000,000+ = negotiable

Dynamic CEF Income Portfolio
$250,000 – $499,999 = 1.15%
$500,000 – $999,999 = 0.95%
$1,000,000 – $1,999,999 = 0.75%
$2,000,000+ = negotiable

We believe we have to work hard to earn your trust, so we have established our business on that promise. Clients have the flexibility to leave at any time and for any reason.  This keeps us from becoming complacent and motivates us to always seek out the best opportunities for your family’s capital.

To schedule a one-on-one consultation to discuss your personal goals, please Contact Us online or call our offices at (888) 823-8111.