FMA Wealth Management offers wealth management services, including investment management, and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and businesses. FMA creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using Modern Portfolio Theory. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. FMA may refer clients to other specialists like accountants or attorneys.
Assets Under Management$170M
Clients144
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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