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
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147
Get directionsRegulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Geoffrey is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1988. He is also an investment adviser representative with Financial Management Strategies since 2000, and a financial professional with Vision Wealth Management LLC since 2021, dedicating about 10-20% of his time to the latter, focusing on securities and insurance sales and service.