Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
FMS charges fees based on a percentage of assets under management, ranging from 0.50% to 1.50% annually. Fees are deducted from client accounts quarterly. Retirement plan advisory fees range from 0.10% to 1.50% of assets under management or are charged on an hourly basis ($75-$250/hour) or fixed fee basis ($1,000-$25,000). Financial planning fees range from $250 to $10,000 or are charged hourly ($75-$250/hour). There is no minimum account size.
Areas of Practice
Advisor Information
Office location
626 West New Castle St., Suite 102, Zelienople, PA, 16063
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an advisory representative at Financial Management Strategies, Inc. since 2010, dedicating about a quarter of his time. He also works as an insurance agent selling various insurance products and operates Vision Wealth Management as a DBA for financial services, spending a few hours per week.