Financial Management, Inc.'s Form ADV discloses 2.00% on the first $250,000, 1.00% on the next $250,000, 0.80% on the next $500,000, 0.60% on the next $1 million, 0.40% on the next $2 million, and 0.20% on assets above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108350), Financial Management, Inc. is subject to fiduciary duty under federal law.
Financial Management, Inc. is headquartered in LITTLE ROCK, AR.
Financial Management, Inc. serves 26 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, Financial Management, Inc. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Financial Management, Inc. manages $224 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, Financial Management, Inc. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓