Family Office Service Without Exorbitant Fees
FPLCM is one of the few flat fee, fee-only advisory firms in the nation delivering the full spectrum of asset and wealth management services.
FPLCM’s Transparent Flat Fee
We offer comprehensive wealth and asset management services for a flat annual fee of $15,000. No hidden costs. No percentage-based fees. This includes personalized financial planning, investment management, and ongoing advisory support tailored to your goals.
For households with less than $5 million in managed assets, the annual advisory fee is reduced to $10,000 per year.
INVESTMENT STRATEGY & OVERSIGHT
- Investment Policy Statement development, based on your financial needs and objectives
- Portfolio customization and asset location optimization
- Tactical equity models and leveraged ETF strategies
- Curated private markets access
- Tax-loss harvesting and portfolio rebalancing
- Quarterly performance reporting
WEALTH MANAGEMENT & FINANCIAL PLANNING
- Holistic guidance tailored to your goals, life stage, and legacy vision
- Retirement income planning focused on long-term cash flow sustainability
- Coordinated estate and tax planning with trusted professionals
ACCESS & COMMUNICATION
- Direct advisor access with semiannual portfolio reviews and ongoing support
New Physician?
The Emerging Physician Program