D. A. Flowers & Company offers investment management and financial planning services. Financial planning provides a comprehensive view of a client's financial situation and recommends actions to take. Investment management services are provided on a fee-only basis, with accounts held at a custodian like Charles Schwab. The firm uses a Modern Portfolio Theory approach to investment management, focusing on diversification, minimizing costs, and minimizing taxes.
Assets Under Management$46M
Clients38
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable under certain conditions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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