Fluent Financial provides investment advice and financial planning to individuals, families, and businesses. Services include asset management, comprehensive portfolio management, financial planning, and pension consulting. Fluent Financial manages investments through wrap fee accounts and tailors advice to each client's needs and goals.
Assets Under Management$330M
Clients260
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$66M
Fee Structure
Fluent Financial offers investment management through wrap fee accounts. Details on fees for this service can be found in the separate Wrap Fee Program Brochure.
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