Fogel Capital Management Inc
Stuart, Florida
5.0
2 Reviews
Fogel Capital Management Inc, a local investment advisory firm located in Stuart, FL, is dedicated to providing personalized financial services to its clients. With a team of 11 employees, including six investment advisors, Fogel Capital Management Inc maintains a solid presence in the industry. Each investment advisor at Fogel Capital Management Inc manages an average of approximately $61,640,000 in assets under management, aligning with the industry average. The firm offers a diverse compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility...
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Assets Under Mgmt

$303.39M

Investment Professionals

6

Locations

0

% 401K & Individual

18%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
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