FSM Logo
About You
FSM Services
About FSM

FSM Frequently Asked Questions

Do you actually manage money?
We don’t, at present, though we remain open to perhaps adding that capability in the future, as client needs dictate. We establish investment policy, assets and select appropriate investment managers, negotiate reduced fees and continuously monitor investment manager's performance and adherence to investment policy.
So you don’t actually ever have custody of a client’s assets?
Do you have a minimum asset size for clients?
How do you charge for your services?
Most of your clients presumably don’t live or work near your headquarters location of Greater Cleveland. Is that a problem?
How often will you actually review my financial status?


In addition to our primary services, we also offer the following special services, each tailored to your unique lifestyle and financial needs:

©2014, FSM Capital Management, LLC | 6060 Parkland Blvd., Ste 100 | Cleveland, OH 44124 | phone (216) 916-8420 | fax (216) 916-8421