Flight Line Financial offers financial planning and consulting services, including reviews of investment objectives, risk tolerance, and retirement accounts. They also refer clients to third-party money managers for asset management, receiving a portion of the manager's fee. Flight Line Financial primarily serves professional airline pilots.
Assets Under ManagementN/A
Clients393
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Flight Line Financial does not directly manage investments. Instead, they refer clients to third-party money managers. These managers charge fees up to 2% of the assets they manage, and Flight Line Financial receives 20% of the fees charged by Morgan Stanley (fees may vary with other managers).
Loading...