FM Financial Services (FFSL) directs clients to other investment advisory firms. FFSL receives a portion of the advisory fee from the third-party advisors they recommend. FFSL does not manage client assets directly. They work with individuals and do not have an account minimum.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
FM Financial Services does not directly manage your investments. Instead, they recommend other advisory firms to you. They receive a portion of the fee you pay to those firms. The total fee you pay will be 1% of your portfolio. FFSL may direct clients to Manning & Napier Advisors, LLC, Sandhill Capital Partners, UBS Financial Services Inc., Stone Creek Advisors, or Lincoln Financial Advisors Corporation.
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