FMB Wealth Management offers wealth management services to individuals and retirement plans. These services include investment consulting, which analyzes portfolio performance and risk, and advanced planning, which covers tax, cash flow, wealth transfer, risk mitigation, and charitable giving. FMBWM primarily uses passively managed index mutual funds and ETFs to achieve diversification.
Assets Under Management$620M
Clients324
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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. Family discounts may be available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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