FBD Asset MGMT
SEC RegisteredYour Goals are Our Goals
About the firm
FBD Asset Management delivers 30+ years of experience in investment analytics, portfolio construction, and client suitability in a common-sense approach. As a fee-only advisory firm, they focus on providing financial planning and investment management services to individuals, families, and businesses. They operate as an independent advisory firm with access to the full universe of investment products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management services, including portfolio construction using the E-Valuator software, the E-Valuator RMS Funds (a family of 6 funds spanning the efficient frontier), and a SIIMPL AI-driven personalized wealth management strategy. Investment products include mutual funds, ETFs, CDs, stocks, and bonds.
Who they serve
Individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 114 | $28M |
| High Net Worth Individuals | 18 | $46M |
| State/Municipal Entities | 3 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.50% |
| $500,000 to $1,000,000 | 1.25% |
| $1,000,000.01 to $1,500,000 | 1.00% |
| Over $1,500,000 | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FBD Asset MGMT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched