Fmf&e Wealth Management, LLC

FMF&E Wealth Management, LLC, established in 2001, is a registered investment adviser based in Syracuse, NY. The firm specializes in managing investment portfolios for individuals, retirement plans, not-for-profit organizations, foundations, and corporations. They work with clients to determine specific investment objectives and utilize asset allocation models aligned with risk tolerance levels. Wealth Management primarily recommends portfolios of no-load mutual funds, with a focus on passive asset class investment philosophy. They may also include individual equity securities in certain situations specified in the client's Investment Policy Statement. Clients have the option to grant discretionary authority to Wealth Management for investment decisions, including fixed income portfolios managed by a third-party manager. The firm's fee structure is based on a percentage of assets under management, with fees varying depending on the total account balance. Wealth Management does not charge performance-based fees and requires a minimum client relationship of $500,000, which is negotiable under certain circumstances. The firm acts as a fiduciary, placing clients' interests first and maintaining a Code of Ethics to ensure ethical conduct. Clients receive quarterly performance reports and have the authority to direct the use of specific brokers for transactions. Wealth Management does not have any disciplinary information and has no financial commitments that impair its ability to meet client obligations.