Financial Management Associates, LLC (FMA) provides financial planning and investment management services to individuals, pension plans, and other entities. FMA's services include portfolio construction and management, insurance, retirement, and estate planning. FMA recommends a comprehensive fact-finding session to understand the client's goals, needs, risk tolerance, and time horizon before making any investment recommendations.
Assets Under Management$130M
Clients135
Advisors1
Avg. per Client$940K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
The annual fees are negotiable. FMA may reduce management fees depending on the type of investments managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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