Fleming & Associates, LLC provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a personalized investment plan for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, education, and estate planning. Fleming & Associates may also recommend third-party investment advisors.
Assets Under Management$49M
Clients112
Advisors1
Avg. per Client$440K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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