A New Way to Manage Your Portfolio - DFA Advisors | Low Cost, Flat Fee & Dimensional Fund Advisors

TOLL FREE 1-800-835-1969 info@fplcapital.com

Institutional Platform Access

Access the institutional investment platforms of Charles Schwab & Co., TD Ameritrade, and Fidelity Institutional.

Portfolio Management

We have one of the most versatile portfolio management platforms nationwide. Our Model Portfolios are designed to emphasize market segments of higher expected returns, minimize turnover and reduce overall expenses.

Other Services

Along with the access to the model portfolios, all clients receive a risk evaluation, an investment policy statement, portfolio rebalancing, portfolio reporting, Wealth Management Portal, and a Year-End Review.

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.

Open an Institutional Account

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.

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