Nicholas Green is a registered investment advisor at Fmt Investment Advisory, based in Phoenix, AZ, with 21 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 43 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMT Investment Advisory charges an annual fee based on the value of your portfolio. The fee is:
- 1% to 1.5% on the first $2,000,000
- 0.8% to 1.0% on amounts between $2,000,001 and $4,000,000
- 0.80% on amounts between $4,000,001 and $10,000,000
- 0.70% on amounts over $10,000,001
These fees are negotiable.
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is the managing partner and an investment advisor at Green Partners, LLC, a registered investment advisor firm. This constitutes Nicholas's full-time employment.
Employment History
Current Registrations
Fmt Investment Advisory
State Registrations2 states
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