The FMI Satisfaction Guarantee
Experience the FMI difference for 30 days
As a new client, we will waive our asset-based advisory fees on your investment accounts for the first 30 days of our relationship.*
If you are not completely satisfied with your FMI experience, then we will help you move your accounts to another provider.
Far More Than Investing
Create a budget and make your money work for you.
Optimize your investment strategy to work for you.
Personalize Your Insurance
Evaluate and choose the best insurance coverage for your needs.
Set goals, build up a financial cushion, and know which accounts give you the best results.
Benefits & Compensation
Get customized company benefit elections and stock strategies.
Be ready for retirement with personalized cash-flow projections.
Find the best possible way to pay off your loans.
Manage your taxes to your benefit both today and in retirement.
Ensure your assets are efficiently passed onto the next generation.
Personalized. Empowering. Responsive.
FMI was started on the belief that everyone deserves to work with a financial advisor who:
Is always a fiduciary and never sells products
Provides flexible services that can evolve with your needs
Makes investment opportunities available to all clients
Embraces technology to keep you in control
Invests with your bottom line in mind
It's easy to save.
Open your account
Schedule a consultation to start your trial
Transfer your funds
Fund your new account(s) by 9/30/21
First 30 days of services are on us.
Schedule a call
Terms and conditions apply. FMI will waive its asset‑based advisory fees on your investment accounts for the first 30 days. If for any reason you are not completely satisfied with FMI’s services, our advisory relationship will be terminated immediately and no advisory fees will be due.
The guarantee only applies to fees charged by FMI. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities.
FMI reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion.