FMI manages investment assets for various clients, customizing portfolios based on individual goals and time horizons. They offer financial planning solutions, including complex, comprehensive, simplified, and hourly planning topics. FMI also provides consulting services and annual meetings to address client concerns. FMI does not specialize in any form of advisory service or type of investment.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Simple IRA clients are billed at the rate of 1% annually for all assets up to and including $50,000. All assets under management in excess of $50,000 will be billed at the rate of .5 % annually. 401K Plan clients are billed at the rate of .75% annually. Simple IRA accounts with assets under management of $5,000.00 or less will be billed at the minimum fee of $50.00 annually.