Financial Lifestyle Management (FLM) is a registered investment advisor providing financial planning and investment management services. FLM operates as a fee-only firm, meaning it doesn't sell products or receive commissions, ensuring objective advice. FLM works with clients to identify their goals and create a plan to achieve them, covering areas like retirement, tax, and estate planning. Investment portfolios are built using low-cost mutual funds and ETFs, tailored to each client's specific needs and risk tolerance.
Assets Under Management$29M
Clients97
Advisors1
Avg. per Client$300K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable depending on circumstances. Related family accounts or employees may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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