Flagstone Financial Advisors offers personalized investment management and financial planning services. Flagstone meets with clients to determine their investment objectives, risk tolerance, and financial circumstances. Flagstone then develops a strategy to provide continuous and focused investment advice and make investments on the client's behalf. Financial planning services cover retirement, tax/cash flow, college, personal budgeting, death and disability, and investment planning.
Assets Under Management$84M
Clients56
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances. For 529 plans, the annual fee is 0.75% of the value of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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