"Transparency, focus, and great client services are what Firmo believes in. We do not invest just to invest. Firmo takes the Investing with a Purpose approach to managing your money." - Javier R. Jimenez
Firmo's Fee-Based Money Management platform allows the client to choose where their assets are to be held. We don't charge commissions to the client. Instead we charge a straight fee, a percentage on the amount of assets under management. This allows for the client and the advisor to be on the same page without worrying that your advisor is getting paid for making more transactions than they should be making. Firmo utilizes some of the best technology and research available, and the best managers available as well, to help accomplish your investment objectives.
Firmo Investment Consulting Services has a simple yet powerful technology solution to make your financial life easier. It is a high-tech bank level security client portal that allows the client to view a complete picture of their financial plan and allows for a collaborative workspace for you and the Firmo team.
View all accounts in one place, keeps track of spending automatically, complete Assets & Liabilities, and painless budgeting tools.
Click here to login to: Firmo Balance
Fidelity is an American multi-national financial services corporation, with over 1.5 trillion in assets under management. It is one of the largest mutual fund and financial services groups in the world.
Fidelity provides fund distribution, retirement services, securities execution and clearance, and a number of other services to RIA's as well.
Firmo utilizes the Fidelity platform for many of its actively managed fee-based advisory service accounts.
Click here to login to: Private Client Services
Vanguard is one of the world's largest investment management companies with over 1.3 trillion in assets under management. They bring value to financial professionals and their clients because of their size, stability, and experience.
Vanguard's low cost structure helps passive investors with cost savings.
Firmo utilizes the Vanguard platform for many of its passively managed fee-based advisory service accounts.
Click here to login to: Flagship Services
Interactive Brokers is an elite equity and option clearing house for institutions and financial professionals.
IB provides trading, clearing, and reporting capabilities for Professional Advisors.
Firmo utilizes the IB platform for its performance-based managed advisory service accounts.
Click here to login to: Accredited Investor