FMI FINANCIAL, LTD.

Overview

FMI Financial, Ltd. is an independent registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting services. Its fee model is flexible: percentage of assets under management, hourly charges and fixed fees are all used depending on client engagement. Investment activity centers on liquid public funds—primarily mutual funds—supplemented by selectively allocated alternatives. The firm does not describe itself as an active ESG investor and operates with a single-office, owner-operated structure. Custody and trade execution are concentrated through Charles Schwab, which shapes operational and reporting workflows.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices