Fiduciary Management, Inc. (FMI) is an independent money management firm offering equity investment strategies using a value discipline and fundamental research. FMI manages investments for institutions, individual investors, and registered investment advisors through separately managed accounts and the FMI Family of Funds. FMI offers six equity investment strategies: Large-Cap, Small-Cap, All-Cap, International Equity, Focused Global Equity, and Global Equity. FMI does not offer financial planning services or advise on selecting other money managers or mutual funds not managed by them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | Included |
| $25.0M - $50.0M | Included |
| $50.0M - $100.0M | Included |
| $100M+ | Included |
Fees vary by investment strategy (Large Cap, Small Cap, All Cap, International, Global, Focused Global) as detailed in the im_summary. FMI reserves the right to negotiate fees based on the size and the nature of the account.