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Fmsa

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Total assets under management

$189,133,382

More info

Total clients

838

20% high-net worth

Total advisors

18

of 18 employees

Firm size

Multi Team

Average clients per advisor

47

Average account size

$225,696

Client services

Financial planning Portfolio management

Fee options

Percentage

$1.00 - $99,999.00: 2.5000% annually $100,000.00 - $249,999.00: 1.9800% annually $250,000.00 - $749,999.00: 1.5000% annually $750,000.00 - $999,999.00: 1.2500% annually $1,000,000.00+: 1.0000% annually

Project-based

Up to $175 per hour for financial plans and review of accounts not custody with FMSA

Other

Account minimum: $1.00

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Fmsa

Delray Beach FL, United States

Number of offices

6

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 5612892602

Advisors at this firm

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Reid P

Series 65

Delray Beach, FL

Fmsa
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Hector V

Series 65

Brownsville, TX

Fmsa
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Bradford S

CFA®

Delray Beach, FL

Fmsa
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Terrell H

Series 63, Series 65

Hoschton, GA

Fmsa
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Maurice C

Series 65

Delray Beach, FL

Fmsa
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Michael M

Series 63

Clive, IA

Fmsa
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Brandon V

Series 65

Delray Beach, FL

Fmsa
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Jacques S

Series 65

Delray Beach, FL

Fmsa
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David V

Series 63

Delray Beach, FL

Fmsa
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David V

Series 66

Lafayette, LA

Fmsa
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Jacob C

Series 65

Delray Beach, FL

Fmsa
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Dynah S

Series 65

Delray Beach, FL

Fmsa
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Victoria D

Series 63, Series 66

Delray Beach, FL

Fmsa
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Michael S

Series 63, Series 65

Clermont, FL

Fmsa
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Victor S

Series 65

Delray Beach, FL

Fmsa
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