Flynn Capital Management offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Flynn Capital Management creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Flynn Capital Management limits its services to money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, hedge funds, third party money managers, REITs, private placements, government securities.
Assets Under Management$23M
Clients160
Advisors1
Avg. per Client$150K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.13% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for accounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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