Fleming Wealth Management offers personalized investment advice and portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. They also offer financial planning services, creating written plans to help clients achieve their financial goals. Fleming Wealth Management primarily advises on equity securities, municipal securities, mutual funds, and exchange traded funds.
Assets Under Management$90M
Clients18
Advisors1
Avg. per Client$5M
Avg. per Advisor$90M
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 | 0.75% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.01% |
| $5.0M - $7.5M | 0.78% |
| $7.5M - $10.0M | 0.67% |
| $10.0M - $20.0M | 0.58% |
| $20.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
In certain circumstances, advisory fees may differ than those previously stated, based upon existing client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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