Flaharty Asset Management offers personalized investment strategies, financial planning, and consulting services to individuals, families, and businesses. The firm creates customized investment programs based on a client's specific needs, time horizon, and risk tolerance. Flaharty Asset Management also provides financial planning services to help clients define their financial goals and objectives.
Assets Under Management$900M
Clients1,130
Advisors10
Avg. per Client$800K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Flaharty Asset Management charges a percentage of the assets they manage for investment management services, up to a maximum of 2.00% annually. The exact fee is negotiated with each client based on the size, complexity, and nature of their portfolio. Fees are charged quarterly in advance.
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