Stephen Boatman is a CFP-designated registered investment advisor at Flat Fee Financial LLC, based in Charlotte, NC, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flat Fee Financial charges a fixed monthly fee for investment management services, paid quarterly. The fee is based on the amount of your portfolio:
- $0 - $2,500,000: $500/month ($1,500/quarter)
- $2,500,001 - $5,000,000: $1,000/month ($3,000/quarter)
- $5,000,001 and Above: $2,000/month ($6,000/quarter)
Ongoing financial planning is included at no additional fee for investment management clients.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Flat Fee Financial LLC
Previous Registrations
Smith Partners Wealth Management, LLC
State Registrations1 state
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