NO ACCOUNT MINIMUM
DISCOUNTED FEE (0.70% ON AUM WITH A MAX FLAT FEE)
ACCESS TO WEALTH MANAGEMENT
ADDRESSES STUDENT DEBT, SAVING, DISABILITY/TERM INSURANCE NEEDS, ETC.
Self-Managed Access (SMA)
Don’t need an advisor? Our Self-Managed Access platform is for DIY investors looking for institutional fund access and/or automatic portfolio rebalancing. The SMA platform provides access to any fund on the institutional platforms of Charles Schwab, Fidelity or TD Ameritrade that FPLCM has access to. SMA fees start at $1,000 per year.