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 $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions. Refer to your advisory agreement for your specific fee rate(s).
Fee Estimator
FMI charges an annual fee based on assets under management, billed quarterly in advance. Fees are calculated using a graduated schedule (see table). Consulting services are billed at a fixed or hourly rate (generally $300/hour, ranging up to $20,000) or based on assets under advisement, also billed in advance. Financial planning may be included with asset management at no additional cost. Retirement plan sponsor fees are negotiable. Clients may incur additional custodial, brokerage, and third-party fees.
Areas of Practice
Advisor Information
Office location
521 President Clinton Avenue, Suite 800, Little Rock, AR, 72201
Get directionsRegulatory History
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John works as an independent coach for Barefoot Consultants, Inc., providing life transitions coaching for clients considering retiring and/or moving internationally. This takes about 10-20% of his time.