Financial Management Strategies, LLC (FMS) offers financial planning, investment consulting, financial analysis, and wealth management. FMS helps clients define financial goals and creates personalized strategies to achieve them. FMS does not directly manage client assets; instead, it recommends third-party managers. Compensation comes from client fees, not commissions. FMS may recommend other professionals like lawyers or accountants.
Assets Under Management$260M
Clients28
Advisors1
Avg. per Client$9.4M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts greater than $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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