Assets Under Management
$181.2M
Number of Clients
174
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$45.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
FMI offers investment management and financial advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations, and businesses. Services include asset and wealth management, financial planning and consulting, and fiduciary/non-fiduciary services for plan sponsors. They tailor investment plans based on client needs and goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
521 President Clinton Avenue, Suite 800, Little Rock, AR, 72201