Donald Joyal

Flagship Wealth Advisors offers investment management services through Advisor Managed Portfolios and Model Portfolios programs.

For Advisor Managed Portfolios, the annual fee is a percentage of your portfolio:

• First $1,000,000 — 1.00%
• Next $1,000,000 to $2,000,000 — 0.80%
• Next $2,000,000 to $5,000,000 — 0.60%
• Next $5,000,000 to $25,000,000 — 0.40%
• Next $25,000,000 — 0.30%

For Model Portfolios, the annual fee is a percentage of your portfolio:

• $0 - $250,000 — 1.75%
• $250,000 - $500,000 — 1.75%
• $500,000 - $750,000 — 1.60%
• $750,000 - $1,250,000 — 1.50%
• $1,250,000 - $2,000,000 — 1.30%
• $2,000,000 - $5,000,000 — 1.10%
• Over $5,000,000 — 0.90%

Fees are negotiable and debited from your account quarterly. If you terminate your account, the fee will be credited back to you on a pro-rata basis.