Assets Under Management
$619.5M
Number of Clients
1,733
Number of Advisors
18
Average Client AUM
$357K
AUM per Advisor
$34.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Management Strategies, Inc. (FMS) provides continuous asset management based on individual client needs, using both discretionary and non-discretionary accounts. They offer model portfolios designed for various investment objectives. FMS also provides retirement plan advisory services and comprehensive financial planning, including tax, investment, education, retirement, disability, long-term care, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147