A complete list of active advisors currently associated with FMI
Warmer can help you find a great advisor at FMI or one who fits your needs even better.
FMI serves individuals (including high net worth clients), as well as corporations and partnerships, advising roughly 690 client relationships and managing about $318.3 million in discretionary assets. The firm provides discretionary investment management, retirement-plan (401(k)) advisory services, consulting, and tiered financial planning engagements (complex, comprehensive, simplified, and hourly). Portfolios are customized to client goals and time horizons and typically combine actively managed and indexed mutual funds, ETFs, individual stocks and bonds, with performance reviewed at least quarterly and delivered in written client reports and an in-house newsletter. FMI acts as a fiduciary for retirement accounts, uses Charles Schwab Institutional as its custodian and trading platform, and holds annual no-charge client meetings that also address insurance and related planning topics. Noteworthy aspects include an employee-ownership structure with multiple owner-operators and a scale (approximately $318.3M AUM across 690 clients) that is larger than many supported peers; the firm also recently changed its advisory billing to quarterly in arrears. Advisors are licensed to sell life, disability and annuity products and may receive commissions for insurance sales (a disclosed conflict of interest), and the firm relies on Schwab’s research platform as part of its investment resources.
To learn more about the advisors currently working at FMI, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ardmore, OK
| 17
| |
Ardmore, OK
| 6
| |
Ardmore, OK
| 8
| |
Ardmore, OK
| 14
|
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