Financial Management Advisors, Inc., based out of Tullahoma, TN, is a reputable investment advisory firm serving clients in the area. With over 460 individual clients and more than $100,400,000 in assets under management, they offer personalized financial solutions to meet their clients' unique needs. Specializing in investment management, Financial Management Advisors, Inc. caters to a diverse range of clients, including individuals, employers, and 401K funds.
Despite 401K and individual accounts comprising less than 30% of their assets under management, the firm possesses the expertise to effectively handle employer funds. Notably, 60% of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients.
Financial Management Advisors, Inc. boasts a team of two dedicated professionals who provide comprehensive investment advisory services. Each investment advisor manages an average of approximately $50,200,000 in assets, aligning with the industry average. Notably, James Bratcher is one of the firm's longest-tenured registered advisors, having been with the company since 4011, showcasing his experience and commitment to serving clients.
With their extensive experience, commitment to client success, and diverse range of services, Financial Management Advisors, Inc. is a trusted choice for individuals and employers seeking professional investment management solutions in Tullahoma, TN, and beyond.