Flynn Financial, LLC provides portfolio management based on your goals, risk tolerance, and time horizon. They offer Advisor Directed and Advisor Supported portfolio management services. They also offer financial planning services, including comprehensive and focus planning. Flynn Financial may recommend third-party money managers through Envestnet. They generally limit their investment advice to mutual funds, equities, bonds, ETFs, and other securities.
Assets Under Management$82M
Clients141
Advisors1
Avg. per Client$580K
Avg. per Advisor$82M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Account bundling is available for immediate family members residing at a common legal address.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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