Portfolio Management

We have one of the most versatile portfolio management platforms nationwide.  Portfolio management is offered utilizing the institutional investment platforms of Charles Schwab & Co., Fidelity Investments, and TD Ameritrade.  READ MORE

Separately Managed Accounts

Being on our Institutional Platform, also allows you to access Charles Schwab, TD Ameritrade, and Fidelity’s Separately Managed Account Platform.  READ MORE

Other Services

Along with the access to the model portfolios, clients receive a risk evaluation, an investment policy statement, quarterly performance reports, portfolio monitoring, portfolio rebalancing, and a year-end portfolio review.  READ MORE

Fees

We have set our fees based on the level of service required.  Our annual management fee for a portfolio of funds ranges between $1,000 and $5,000.  READ MORE

Complimentary Portfolio Fee Analysis

Want to see how much you can save in fees by switching to our management platform? Please submit the following information to VGW@FPLCapital.com

Your Name and Email Address

A copy of you most recent account statements (please blackout the account numbers) or spreadsheet containing the list of holdings

Custodian(s) where your assets are held

Management Fee (if managed by different firms, please provide the management fee for each)

Once we receive the information, we will follow up with you within three business days with a detailed analysis of your fees and what your savings could be.