One of the most common statements we hear from physicians is that they regret making bad investment decisions early in their careers. In many of these cases, the young physician lacked the resources to hire a quality professional advisor.

To help young, emerging physicians make good decisions early in their careers, we have developed a program specifically for physicians in which our minimum investment requirement and minimum annual fees have been waived.

The Emerging Physician package provides our services for a discounted price and access to wealth management consulting (topics covered include debt, saving, disability/term insurance needs, etc.). No account minimums.

FPLCM will charge 0.70% on AUM until the fee exceeds the flat annual fee for the selected service package.