Fmf&E Wealth Management, Llc

Fmf&E Wealth Management, Llc

Syracuse, New York

5.0

1 Review

FMF&E Wealth Management, LLC, headquartered in Syracuse, NY, is a small investment advisory firm with a solid reputation in the industry. With a team of four dedicated professionals, three of whom specialize in providing expert investment advisory services, FMF&E Wealth Management is committed to helping their clients achieve their financial goals. With an average of approximately $62,210,000 in assets under management per investment advisor, FMF&E Wealth Management maintains an average level of assets compared to industry standards. Their compensation structure includes various types, such as a percentage of assets under managem...see more

Assets Under Mgmt

$316.56M

Investment Professionals

3

Locations

0

% 401K & Individual

15%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Reviews for Fmf&E Wealth Management, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website