Flying Point Asset Management offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. FPAM creates an Investment Policy Statement for each client to help select a suitable portfolio. FPAM generally invests in mutual funds, equities, bonds, ETFs, and other securities to diversify portfolios.
Assets Under Management$56M
Clients31
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...