Fo Investments, LLC is an adviser based in Canton. It manages $47.91 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.
Fo Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fo Investments, LLC is $47.91 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fo Investments, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Todd Alan Lensman has been acting as President since 1 Dec 1998. Llc Fofm joined the executive team most recently as the Owner.
The principal office where Fo Investments, LLC performs its advisory services is located at 4571 Stephen Circle, N.W. Suite 200, Canton, OH 44718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-497-8270 or by fax 330-497-8269. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.fo-fm.com.