Flourish Wealth Management is a registered investment advisor that provides comprehensive wealth management services, including ongoing investment management and financial planning, to individuals, high net worth individuals, trusts, foundations, and businesses. Flourish Wealth Management builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, focusing on long-term growth and Modern Portfolio Theory, and can incorporate environmental, social, and governance preferences upon request. In addition to managing investments, Flourish Wealth Management offers holistic financial planning covering income and estate tax planning, business sale structures, college savings, retirement planning, insurance analysis, cash flow management, and philanthropy. The firm acts as a fiduciary, putting client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees for amounts over $15,000,000 are negotiable. Immediate family accounts are aggregated for fee calculation.
