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
777 South Central Expwy, Suite #1-R, Richardson, TX, 75080
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
Anant is an independent insurance agent selling various insurance products since 1998, dedicating a few hours per week. He is also an IAR of Financial Management Strategies since 2011, working nearly full-time, and owner/president of United Solutions since 1999, dedicating minimal time.