Fleming Financial Services offers investment advice and financial planning to individuals. Investment advice is tailored to each client's goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Fleming Financial Services may recommend insurance products for which they receive a commission.
Assets Under Management$58M
Clients478
Advisors4
Avg. per Client$120K
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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