Flourish Financial Group (FFG) offers investment services through pre-built portfolios or specialized portfolios built for a negotiated rate. Investment services include strategy, asset allocation and selection, risk tolerance assessment, and regular monitoring. FFG also offers financial planning services, including customized reports, investment planning, tax concerns, retirement planning, college planning, debt/credit planning, and insurance planning. Clients can impose restrictions on investments based on their values.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
FFG charges 0.30% per quarter (1.2% annually) for investment management on assets they can trade and bill. For accounts the client mainly manages but wants on the same platform, FFG charges 0.15% per quarter (0.6% annually) and offers investment research at $100/hour, up to the amount billed each quarter.