FLB Capital Management offers investment management and financial planning services. For investment management, they manage your account for a percentage of the assets they manage. They also offer financial planning advice on investments, taxes, insurance, retirement, and estate planning for an hourly fee. You can choose your own broker, and they will recommend one based on costs, skills, and reputation.
Assets Under Management$1.5M
Clients6
Advisors1
Avg. per Client$250K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
FLB Capital Management manages investments for a percentage of the assets they manage. The annual fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the start of each quarter. You can terminate the agreement at any time, and any prepaid fees will be refunded on a pro-rated basis.
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