FIOH Global Asset Management and Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FIOH Global Asset Management and Strategies is an independent registered investment adviser managing about $46.4 million for roughly 64 clients. The firm provides discretionary portfolio management for designated assets, financial planning, retirement planning, retirement benefit plan consultation for business owners, and divorce settlement consulting to individuals, trusts, retirement plan trustees, charitable organizations, and corporate or business clients.
The firm tailors advice to each client’s goals, risk tolerance, and time horizon and implements portfolios using individual stocks, corporate and government bonds, mutual funds, and ETFs while applying Modern Portfolio Theory and tactical asset allocation. It typically acts as a fiduciary on retirement rollovers, may utilize no-transaction-fee mutual funds available through its recommended custodian, and charges advisory fees based on assets under management with discretionary authority where agreed.
What is distinctive for a small, solo-registered firm is the ongoing consulting and plan-design assistance offered to employers— including ERISA education and fiduciary guidance for benefit plans—alongside services to charitable and corporate clients and advising on pension or profit‑sharing arrangements. The firm also provides specialized divorce settlement financial modeling and delivers tailored reporting and reviews tied to custodial statements and client preferences.
Client services
Expertise
Occupation focus
Fee options
Less than $750,000 - $749,999: 1.50% $750,000 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $3,000,000: 0.90% Greater than $3,000,000+: 0.80%
Up to $300 per hour, negotiable depending on service complexity and personnel
Minimum fee: Minimum fee of $25 per year or $6.25 per calendar quarter
Main office
Tacoma WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")