Flagship Capital Management provides investment management services, including selecting investments and managing portfolios, for individuals, corporations, pension and profit-sharing plans, foundations, trusts, and endowment funds. They also offer financial planning services, including cash flow budgeting and business and investment advisory services. Client portfolios typically include stocks, bonds, mutual funds, exchange-traded funds, and cash, tailored to individual goals and risk tolerance.
Assets Under Management$180M
Clients175
Advisors3
Avg. per Client$1M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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