Fleming Wealth Strategies, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Fleming Wealth Strategies, based in Phoenix, Arizona, provides personalized investment advice. Services include managing investment portfolios, creating financial plans, and consulting on pension plans. Fleming Wealth Strategies tailors its advice to each client's individual needs and goals, gathering information about their financial situation, risk tolerance, and investment objectives.
Assets Under Management$41M
Clients70
Advisors1
Avg. per Client$590K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.60% |
Fees do not include transaction charges or internal management expenses of investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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