Fcp
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Overview
Fcp is a financial advisory firm that has its headquarters in Chevy Chase, Maryland. The company handles $3.5 billion in assets over 12 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 38 financial advisors. Fcp is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Fcp manages nine of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without needing client consent. Fcp also manages three non-discretionary accounts with a total of $108.6 million in assets. Fcp supervises roughly $294.8 million in assets for each customer account. An average financial advisor at Fcp manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's central office is at 4445 Willard Ave, Chevy Chase, Maryland 20815. Fcp is permitted to serve investors throughout a number of states, including Colorado, Georgia, North Carolina and Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fcp by the Numbers
$3.5 billion
84
12
$294.8 million
Fee Structure
Financial management fees depend on the services offered. However, fees billed by the firm can include any blend of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Fcp provides services to pooled investment vehicles. Out of its 12 clients, Fcp's largest client type is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.