FMI Financial, Ltd. offers investment advice and consulting services, including manager recommendations, asset allocation, financial planning, and portfolio management. They work with institutional investors, high net worth individuals, corporate retirement plans, trusts, and estates. FMI develops customized investment strategies based on clients' objectives and risk tolerance, documented in an Investment Policy Statement. They invest client accounts in mutual funds, ETFs, and other securities. FMI also provides employee education to corporate retirement plans.
Assets Under Management$84M
Clients73
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
FMI Financial offers two investment management options with different fee structures:
- Investment Management: A minimum annual fee of $1,000 or 1.00% on assets up to $5,000,000, 0.75% on assets between $5,000,001 and $10,000,000, and 0.50% on assets greater than $10,000,000, whichever is greater.
- Private Wealth Management: A minimum annual fee of $15,000 or 1.50% on the first $1,000,000, 1.0% on assets between $1,000,001 and $10,000,000, 0.5% on assets between $10,000,001 and $25,000,000, and 0.35% on assets greater than $25,000,000, whichever is greater.
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