Financial Management Strategies (FMS) offers investment management and financial planning services to individuals, families, trusts, businesses, and retirement plans. FMS creates personalized investment strategies based on client goals, risk tolerance, and time horizon. They manage accounts on a discretionary or non-discretionary basis. FMS also provides financial planning services, including retirement planning, tax planning, and estate planning. They also offer consulting services on a limited or ongoing basis.
Assets Under Management$620M
Clients1,733
Advisors19
Avg. per Client$360K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable. A different fee schedule may be used for a specific household account under special circumstances with the approval of the firm’s Chief Compliance Officer.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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