A complete list of active advisors currently associated with Financial Asset Management Corp

Warmer can help you find a great advisor at Financial Asset Management Corp or one who fits your needs even better.

Financial Asset Management Corporation provides financial planning, consulting and investment management to individuals (including high-net-worth clients), small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets across discretionary and non-discretionary mandates and serves roughly 200 clients with a small advisory team. FAM implements portfolios using model allocations informed by fundamental and cyclical analysis, primarily employing mutual funds and ETFs and, when appropriate, individual securities and Independent Managers. Its strategies are generally long‑term in orientation though short‑term trades can occur, and the firm does not engage in option‑writing or other aggressive trading approaches directly. Noteworthy differences from many peers include a fee framework that emphasizes an initial planning fee followed by ongoing fixed quarterly fees set for multiyear periods, alongside legacy clients who remain on traditional asset‑based fee arrangements. The firm also maintains custodial access (including direct fee debit authority and standing letters of authorization) and receives institutional support from its recommended custodian, factors that can affect operational practices and create potential conflicts of interest to evaluate.

To learn more about the advisors currently working at Financial Asset Management Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.