FMT Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,356,700
Clients
43
19% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$566,435
About
FMT Investment Advisory (Green Partners, LLC) is a fee‑only registered investment adviser that serves individuals, high‑net‑worth clients and corporations or business entities. The firm provides discretionary portfolio management, investment planning and ongoing supervisory services on an asset‑under‑management basis, managing roughly $24.4 million for about 43 clients.
The solo adviser constructs client portfolios using a mix of fundamental analysis and secondary technical analysis, implementing asset allocation and both long‑ and short‑term trading strategies. The firm’s disclosure lists a broad set of investable instruments — including equities, fixed income, ETFs, mutual funds, REITs, options and bitcoin — and it seeks discretionary trading authority to monitor and execute trades on clients’ behalf.
What distinguishes the firm from many peers is its documented use of options and other derivative instruments within client accounts and its engagement with corporate/business clients in advisory roles that can include pension consulting. As a single‑advisor, fee‑only practice the adviser performs quarterly account reviews personally, does not accept commissions or performance‑based fees, and recommends custodians such as Interactive Brokers and Charles Schwab for execution and custody.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Fee options
$1 - $2,000,000: 1.5% $2,000,001 - $4,000,000: 0.8% - 1.0% $4,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
Account minimum: $100,000 (may be waived) Fee-only: Fee-only basis; no commissions accepted.
Main office location
FMT Investment Advisory
Phoenix AZ, United States
Number of offices
1
Most active in
FMT Investment Advisory has reported serving >5 clients in these states in the last 12 months.
Arizona · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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