Flying Point Financial offers financial planning covering cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. They also provide wealth management, which includes ongoing financial planning and investment management. Investment management involves creating and managing portfolios based on a client's individual needs and goals, using equities, bonds, mutual funds, and ETFs. Flying Point Financial manages accounts on a discretionary basis.
Fee Structure
Flying Point Financial charges an annual fee for wealth management services, which includes investment management. The fee ranges from 0.50% to 1.50% of the value of your portfolio, depending on the amount you invest, the composition of your portfolio, and the complexity of your situation. This fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.