FTIB Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FTIB Asset Management LLC is a state‑registered investment adviser that provides tailored portfolio management and pension consulting to a mix of individual, business and institutional clients. Services described in its brochure include non‑discretionary portfolio management, investment policy statement preparation, investment selection and ongoing monitoring, plus educational workshops for retirement plan participants.
The firm’s process is IPS‑driven and built from documented client discussions, a financial plan and risk assessment, employing both top‑down and bottom‑up analysis and a planning/execution/feedback cycle that emphasizes monitoring and rebalancing. FTIB does not act as custodian, requires client approval before implementing recommendations, and discloses fee billing practices and procedures for quarterly advance billing and reconciliations.
While FTIB follows common independent‑firm practices such as asset‑based fees and individualized management, its brochure identifies an unusually broad institutional client set for a small adviser — including sovereign wealth funds, banking or thrift institutions, insurance companies, state and municipal entities, other investment adviser clients, charitable organizations, corporate plans and pension/profit‑sharing plans. The firm also highlights pension consulting and participant education as core offerings, states a $1,000,000 account minimum, and reports that it now provides advisory services exclusively on a non‑discretionary basis (reporting $0 in discretionary assets).
Client services
Occupation focus
Fee options
Pension consulting services may be charged a fixed fee negotiated on a case-by-case basis
$1,000,000 - $2,000,000: 1.50% $2,000,000 - $10,000,000: 1.25% $10,000,000 - $20,000,000: 1.00% $20,000,000+: 0.75% $1,000,000+: 2.00%
Additional compensation through commissions received by supervised persons who are registered representatives of a broker-dealer; however, not more than 50% of revenue from advisory clients is from commissions
Pension consulting services charged hourly up to $350/hour
Account minimum: $1,000,000 Fee-only: Hourly rates up to $350/hour, fixed fees, or percentage of AUM up to 2.00% per annum for pension consulting services; fees negotiated case-by-case
Main office
530 Technology Drive, Suite 100 200
Irvine CA 92618
Advisors at this office
1
Most active in
California
Also doing business as
Ftib Asset Management LLC · Ornate Investment Managers LLC
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:
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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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