Protect Your
Most Valuable
Asset: TIME
Most Valuable
Asset: TIME
Streamline Your Time to Pursue What Matters to You Most.
Industry leading, scalable service without exorbitant advisory fees. A new paradigm to reinvent the way you experience wealth.
New Physician?
The Emerging Physician Program
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.
DIY INVESTOR?
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.