FMI

Ardmore, Oklahoma
5.0
2 Reviews
FMI, a local investment advisory firm based out of Ardmore, OK, caters to a diverse clientele of over 720 individual clients, entrusting them with a substantial $209,324,000 in assets under management. With a sole office in the area, FMI has established itself as a reputable player in the investment advisory industry, particularly excelling in managing employer 401Ks and individual assets. The firm boasts extensive experience and a comprehensive understanding of the intricacies within this space. FMI's compensation structure is multifaceted, accommodating various preferences of their clients. It includes options such as a percent...
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Assets Under Mgmt

$209.32M

Investment Professionals

5

Locations

0

% 401K & Individual

31%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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.