FMP Wealth Advisers is a registered investment advisor founded in 1987 that provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only practice, meaning they do not accept commissions or sell financial products like insurance or mutual funds, helping to reduce conflicts of interest. FMP Wealth Advisers offers several types of investment strategies, including dynamic asset allocation, fully invested asset allocation, and separately managed accounts utilizing sub-advisors. Their financial planning services cover areas such as net worth and cash flow statements, retirement planning, tax planning, estate planning, insurance reviews, and education funding. The firm tailors relationships by matching clients with specific model portfolios based on their goals, risk tolerance, and investment objectives, while allowing clients to place reasonable restrictions on their holdings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are a combination of a percentage of assets under management (ranging from 1.0% to 0.15%) and a flat fee ranging from $0 to $2,500. Separately managed account strategies with sub-advisors range from 0.60% to 1.50%.
