Firmo Investment Consulting Services offers investment management and financial planning services to individuals, trusts, estates, corporations, and business entities. Investment management is offered on a discretionary basis, and financial planning covers cash flow analysis, investment review, retirement planning, legacy planning, tax strategies, insurance needs analysis, and business analysis. Firmo may use sub-advisors to manage client portfolios.
Assets Under Management$3.3M
Clients30
Advisors1
Avg. per Client$110K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
The annual fee is negotiable based upon certain criteria. Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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