Fleming Financial Advising offers financial planning and investment management services tailored to each client's unique situation. They provide guidance on cash management, retirement planning, debt management, and more. FFA manages portfolios to help clients achieve their financial goals, considering factors like tax profile and ability to absorb losses. They primarily use mutual funds and ETFs, and manage accounts on a discretionary basis.
Assets Under Management$62M
Clients43
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.35% |
Fees are calculated based on account values from the previous billing period. The firm also offers a fixed annual fee option.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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