Advisor at Financial Management Advisors, Inc.
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
Financial Management Advisors, Inc.
Location
Tullahoma, TN 37388
Credentials
Series 63
Industry experience
43 years
Fixed fees are negotiable; example given of $10,000 flat fee for complex projects.
0.15% to 2.0% annually, negotiable depending on client and services rendered
Commissions may be received by registered representatives on securities and insurance products sold, typically 1%-5.75% initially and 0.25%-1.25% annually for variable annuities, and 1%-4% initially plus 0.25%-1% annually for mutual funds.
Hourly fees range from $150 to $400 per hour depending on complexity; negotiable.
Account minimum: $15,000 for Moderate Growth and Aggressive Growth programs; $30,000 for Conservative Growth Program; $100,000 for Ultra Dynamic Strategy; $25,000 for Long Only Strategy and Dynamic Strategy (minimums are negotiable) Minimum fee: A nominal fixed fee, generally $100 paid semi-annually, may be negotiated for managing variable annuity accounts after the first year. Fee-only: Investment advisory fees based on percentage of assets under management and/or negotiated fixed fees; no commissions on advisory accounts through Schwab Advisor Services.
Silver Oak Securities, Inc.
2022 - Present (4 years)
Financial Management Advisors, Inc.
2004 - Present (22 years)
Securities Service Network, Inc.
1997 - 2020 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tullahoma, TN
Edward Jones
Series 63, Series 66
Manchester, TN
Edward Jones
Series 66
Tullahoma, TN
Edward Jones
CFP®, Series 66
Tullahoma, TN
Edward Jones
ChFC®, Series 66
Shelbyville, TN
Edward Jones
Series 66
Tullahoma, TN
Financial Management Advisors, Inc.
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