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
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
Charles is a co-owner and investment advisory representative at Financial Management Strategies, Inc., dedicating a full-time workload to financial planning and asset management. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.