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
4117 Whipple Ave NW, Suite B, Canton, OH, 44718
Get directionsRegulatory History (2)
Employment Separation After Allegations
June 2010Regulatory
September 2001Other Business ActivitiesSells Insurance
Steven is an investment advisor representative at Financial Management Strategies, Inc., dedicating full-time hours to offering advisory products and asset management. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity.