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A New Way to Manage Your Assets!

  • Unlike most Registered Investment Advisors who insist on charging clients fees based on a percentage of assets under management, FPL Capital Management's unique fee structure is based on charging clients a flat annual management fee.
  • Furthermore, our scalable and flexible business model provides us the opportunity to offer all of our clients access to customized portfolios and wealth management services.
  • Please browse the site for more information.
Please click here for a complimentary portfolio fee analysis.

INSTITUTIONAL FUNDS

We typically recommend institutional class funds to all our clients. Under our institutional investment platform, all our clients have access to almost all the institutional funds available. To find out how you can invest these funds please click below.

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SERVICES

We offer our clients comprehensive wealth management services. Whatever the need may be, we can address it through our professional network of financial planners, attorneys, and CPA’s. Click below to view all the services we offer.

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MODEL FOLIOS

We have created an array of model portfolios for our clients to choose from. The model portfolios have been created applying a passive investment strategy. Portfolios are designed using low cost mutual funds from companies, such as DFA, Vanguard, PIMCO, and many more.

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FPL Capital Management Quarterly Investment Review

If you would like the Review to be delivered in a PDF via e-mail, please provide us with your name and e-mail address by clicking here. Info@FinancialPlanning.com

 

Articles & Educational Material

 

Effect of Fees
Graphical comparison of different types of advisor compensation structures

DFA Founder Wins by Thinking Small-Cap
Article by Investment News Magazine

What Does a Winning Streak Tell Us?
By Weston Wellington, Vice President, Dimensional Fund Advisors

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Latest News

FEB 26, 2013

Our DFA Funds vs Vanguard Funds comparison has been updated through 2012.

FEB 7, 2013

All of our Model Portfolios are updated through January 31, 2013.

JAN 1, 2012

We are pleased announce that we have been approved to operate as a Registered Investment Advisor on the Fidelity Institutional Platform. Fidelity Institutional will be our third custodial relationship.

JAN 1, 2012

To see a side by side performance comparison of DFA Funds and Vanguard Funds, please click on the link:
DFA Funds vs. Vanguard Funds

FinancialPlanning.com is a division of FPL Capital Management. We offer comprehensive wealth management services to individual investors. Since 1997, we have been providing integrated and customized investment advice, wealth management, and financial reports to clients nationwide. Please click to enter the site.

On your right, you will find portals to each of our service divisions.

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