Flagship Wealth Advisors offers investment advisory services, including financial planning and consulting, to individuals, high-net worth individuals, trusts, estates, corporations, and retirement plans. Flagship establishes personalized investment policies based on client goals and objectives and provides ongoing supervision of accounts. They offer Advisor Managed Portfolios and Model Portfolios programs. Financial planning covers income, expenses, assets, and liabilities to develop a personal financial and investment strategy.
Fee Structure
Flagship Wealth Advisors offers investment management services through Advisor Managed Portfolios and Model Portfolios programs.
For Advisor Managed Portfolios, the annual fee is a percentage of your portfolio:
- First $1,000,000 — 1.00%
- Next $1,000,000 to $2,000,000 — 0.80%
- Next $2,000,000 to $5,000,000 — 0.60%
- Next $5,000,000 to $25,000,000 — 0.40%
- Next $25,000,000 — 0.30%
For Model Portfolios, the annual fee is a percentage of your portfolio:
- $0 - $250,000 — 1.75%
- $250,000 - $500,000 — 1.75%
- $500,000 - $750,000 — 1.60%
- $750,000 - $1,250,000 — 1.50%
- $1,250,000 - $2,000,000 — 1.30%
- $2,000,000 - $5,000,000 — 1.10%
- Over $5,000,000 — 0.90%
Fees are negotiable and debited from your account quarterly. If you terminate your account, the fee will be credited back to you on a pro-rata basis.