FMP Wealth Advisers offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. FMP Wealth Advisers is a fee-only firm, meaning they don't accept commissions. They manage investment accounts using model portfolios and separately managed accounts.
Fee Structure
FMP Wealth Advisers' fees for investment management (excluding separately managed accounts) are a combination of a percentage of your portfolio and a flat fee. The flat fee ranges from $0 to $2,500 per year. The percentage ranges from 0.15% to 1.0% per year. The total fee could be higher than other advisors for smaller portfolios (less than $100,000). Fees are usually paid quarterly in advance.
