FMB Retirement Services (FMBRS) offers asset allocation, consolidated reporting, and recommendations for retirement investment objectives. FMBRS coordinates financial affairs through a retirement plan consulting process, focusing on long-term investment strategies and portfolio design. FMBRS primarily uses passive, low-cost investment strategies and a collaborative approach. FMBRS and FMB Wealth Management share office space, employees, and management personnel.
Assets Under Management$150M
Clients45
Advisors6
Avg. per Client$3.2M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees negotiable for accounts greater than $20,000,000. Online investment education and enrollment for Plan participants is no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...