CONCIERGE WEALTH MANAGEMENT

FPL Capital Management’s Concierge Wealth Management packages deliver asset management and personalized wealth management services. We customize each Concierge Wealth
Management package to meet the unique needs of a high-net worth investor. The Concierge Wealth Management annual advisory fee ranges from $5,000-$25,000.

What's Included:

All Concierge Wealth Management packages include the following asset management services:

Model Portfolio Access & Customization
Investment Policy Statement
Portfolio Reporting & Rebalancing
Asset Location
Tax Harvesting
Outside Asset Consultation
Wealth Management Portal
Semi-Annual Reviews
Quarterly Calls

Add-ons:

You can customize your Concierge Wealth Management package by adding on any of the following wealth management services:

Multi-Generational Wealth Planning
Retirement Planning
Cash Flow Analysis
Family Governance Solutions
Insurance Planning
Risk Management
Asset Protection

Tax Planning
Philanthropic Planning
Accounting Services
Real Estate Advisory
Private Foundation Structuring
Asset Acquisition
Trustee & Corporate Services