The Emerging Physician package provides our services for a discounted price (FPLCM will charge 0.70% on AUM until the fee exceeds the flat annual fee for the selected service package). No account minimums.
Don’t need an advisor? Our Self-Managed Access platform is for DIY investors looking for institutional fund access and/or automatic portfolio rebalancing. The SMA platform provides access to any fund on the institutional platforms of Charles Schwab, Fidelity or TD Ameritrade that FPLCM has access to. SMA fees start at $1,000 per year.
The SMA platform is currently suspended to new clients.