FPL Capital Management is a Fee-Only independent investment advisor registered with the Securities Exchange Commission. We offer investors Model and Customized portfolios. Our portfolios are low-cost, passively managed, and globally diversified. Portfolios include funds from companies, such as DFA (Dimensional), Vanguard, AQR, PIMCO, WisdomTree, and iShares.
What makes us different? Unlike most other advisors, we have separated asset/portfolio management from wealth management. Separating the services allows us to serve our clients in a very cost-effective and a prudent manner. Most advisors charge a fee based on a bundled service offering, which may result in a higher advisory fee. This may not be beneficial to the client if wealth management services are not being rendered on an on-going basis.
Another unique feature of our firm is that we charge a Flat Fee for advisory services. Most other advisors charge a percentage based on assets under management. Currently, nationwide only a handful of advisors utilize the Flat Fee compensation model.
To learn more about our asset/portfolio management services, please visit our Asset Management area of the site. If you would like to view our wealth management offerings, visit the Wealth Management section. If you would like to access our versatile Separately Managed Accounts (SMA) Platform, click on Portfolio Exchange. Wealth Management and Portfolio Exchange areas are password-protected. Please email at us Info@FPLCapital.com for log-in credentials.