Financial Management Services of America manages investment portfolios and provides comprehensive investment advice tailored to individual client objectives. The firm handles various securities on a discretionary basis, including corporate and municipal debt, U.S. government securities, equities, mutual funds, exchange-traded funds, annuities, and real estate. The approach focuses on fundamental analysis, researching company financials and long-term intrinsic value rather than attempting to time daily market trends. Financial Management Services of America serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trusts. In addition to investment management, the firm offers financial planning and account reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.