Financial Management Network INC
Assets Under Management
$1.8B
Number of Clients
1,334
Number of Advisors
21
Average Client AUM
$1.3M
AUM per Advisor
$85.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Management Network, Inc. is a comprehensive financial advisory firm assisting individuals and entities in achieving their financial goals. They offer financial planning, consulting, tax preparation, and discretionary/non-discretionary investment management services. As of September 30, 2024, they managed $1,394,422,355 in discretionary assets and $402,249,006 in non-discretionary assets.
Fee Structure
FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. All fees are negotiable based upon certain circumstances, and related accounts can be consolidated for fee purposes. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken bookkeeping consulting ranges from $500 to $3,500 per month. QuickBooks bookkeeping consulting ranges from $125 to $500 per month.
Areas of Practice
Location
26041 Acero, Mission Viejo, CA, 92691