Financial Management, Inc. has been a registered investment adviser since 1982, offering customized asset and wealth management, financial planning, and consulting services. Financial Management, Inc. works closely with clients to understand their financial objectives, risk tolerance, and time horizons to build tailored investment portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and bonds. The firm operates with a focus on strategic asset allocation and long-term planning, helping clients navigate retirement, tax efficiency, and wealth preservation. Financial Management, Inc. serves individuals, high-net-worth families, retirement plans, non-profits, and businesses, providing both discretionary and non-discretionary portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable at the firm's sole discretion and may be based on cumulative household assets.