Green Partners, operating as FMT Investment Advisory, provides ongoing portfolio management and planning services. They create investment strategies based on individual client goals, risk tolerance, and time horizon. They request authority to make trades without asking first. Recommendations are not limited to specific products and may include equities, bonds, ETFs, and other securities.
Assets Under Management$24M
Clients43
Advisors1
Avg. per Client$570K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
FMT Investment Advisory charges an annual fee based on the value of your portfolio. The fee is:
- 1% to 1.5% on the first $2,000,000
- 0.8% to 1.0% on amounts between $2,000,001 and $4,000,000
- 0.80% on amounts between $4,000,001 and $10,000,000
- 0.70% on amounts over $10,000,001
These fees are negotiable.
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