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FMI INVESTMENT PARTNERS, LLC
FMI Investment Partners, LLC is a financial advisory firm that provides comprehensive wealth management solutions for individuals and families. With a team of experienced and knowledgeable advisors, FMI Investment Partners, LLC is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive wealth management solutions
- Offers personalized strategies
- Expert advice from experienced advisors
- Helps clients achieve their financial goals
Facts and Insights:
FMI Investment Partners, LLC was established in 2008 and currently manages over $500 million in assets. They have over 20 advisors who are all highly trained and experienced in the financial industry. The firm is dedicated to providing exceptional service and building strong, long-lasting relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 20+ |
| Time in Business: | Since 2008 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types:
- Individuals
- Families
- Small businesses
- High net worth individuals
Fees & Compensation:
FMI Investment Partners, LLC operates on a fee-based compensation structure, meaning they charge a percentage of the assets they manage for their clients. This aligns the firm’s interests with that of their clients, as the fees are based on the performance of the investments. The firm does not receive any commissions or third-party compensation, ensuring their advice is unbiased and in the best interests of their clients.
Background:
The founding partners of FMI Investment Partners, LLC have over 30 years of experience in the financial industry and have built a team of advisors with diverse backgrounds and expertise. The firm values transparency, integrity, and trust in all of their client relationships. They are committed to staying up to date on industry trends and using the latest technology to provide the best service possible.
Financial Advisor Disclosures to Know:
As a registered investment adviser, FMI Investment Partners, LLC has a fiduciary duty to always act in the best interests of their clients. This means they are required to disclose any potential conflicts of interest and ensure all recommendations are suitable for the individual client’s needs. The firm is also required to comply with all industry regulations and regularly monitor and review their performance to ensure they are meeting fiduciary standards.