FMB Wealth Management is a registered investment advisor based in Westlake Village, California, serving individuals, high-net-worth clients, trusts, and business owners. The firm creates personalized portfolios primarily using passively managed index mutual funds and exchange-traded funds, including options from Dimensional Fund Advisors, Vanguard, and PIMCO. Their approach relies on long-term diversified asset allocation aligned with each client's specific goals and risk tolerance. In addition to managing investment portfolios, FMB Wealth Management offers advanced financial planning covering tax strategies, cash-flow planning, wealth transfer, risk management, and charitable giving. Client assets are held with institutional custodians such as Charles Schwab and Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Advisory fees are negotiable and family group discounts may apply for multiple accounts within a household.