Erinn Flanagan is a registered investment advisor at Flanagan Financial Management, based in Norwich, NY, with 30 years of industry experience. Erinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Norwich, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erinn owns 70% of a building in Norwich, NY, and is involved in bookkeeping and rental income through Manley House Assoc LLC. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Flanagan Financial Management
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Fred Alger & Company, IncorporatedBroker
Cs First Boston CorporationBroker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.