FINANCIAL MANAGEMENT STRATEGIES, INC.
Broadview Hts., Ohio
Financial Management Strategies, Inc. is a prominent investment advisory firm located in Broadview Hts., OH, boasting a strong presence with eight offices. With a dedicated team of 34 employees, 23 of whom specialize in providing expert investment advisory services, the firm is well-equipped to assist clients in achieving their financial goals. Each investment advisor at Financial Management Strategies, Inc. handles an average of approximately $22,710,000 in assets under management, showcasing their expertise in managing substantial portfolios.
The firm's compensation structure is designed to accommodate diverse client needs and ...
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Assets Under Mgmt
$522.31M
Investment Professionals
23
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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