Financial Management Services of America (FMSA) offers investment advice to clients, managing funds on a discretionary basis. FMSA considers each client's financial situation, including risk tolerance, time horizon, current account balances, investment experience, tax situation, retirement lifestyle, and business interests. FMSA may invest in various securities, including certificates of deposit, debt, equities, mutual funds, annuities, and real estate.
Assets Under Management$220M
Clients1,291
Advisors20
Avg. per Client$170K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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