Fmsa

Overview

Fmsa is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2010) and is owned by an individual principal. Its client base spans individuals and families as well as institutional accounts. Advisory services include financial planning and portfolio management for individuals and small businesses, while the firm also operates as an insurance broker and maintains an affiliation with an insurance company. The firm charges fees on a percentage-of-AUM basis and also offers hourly billing for certain services. Fmsa does not identify as an active ESG investor. Its stated activities and business model indicate a blended wealth management practice that combines ongoing portfolio management with insurance distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices