Advisor at FMT Investment Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FMT Investment Advisory
Location
Phoenix, AZ
Credentials
Series 63, Series 65
Industry experience
21 years
Nicholas Green is the managing partner of FMT Investment Advisory, operating under Green Partners, LLC, with 21 years of experience in the financial advisory industry. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Based in Phoenix, AZ, he serves a diverse client base including individuals, high-net-worth clients, and business entities. FMT Investment Advisory is a fee-only registered investment adviser providing discretionary portfolio management, investment planning, and supervisory services. The firm manages approximately $24.4 million across about 43 clients, employing a combination of fundamental and technical analysis with a range of investable instruments including options and derivatives, and offers advisory services to corporate clients such as pension consulting.
Based on FMT Investment Advisory
$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.
Phoenix, AZ
Arizona · California
Green Partners, LLC DBA FMT Investment Advisory
2005 - Present (21 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
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