Fleurus Investment Advisory offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Fleurus IA creates an Investment Policy Statement for each client. Fleurus IA also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Fleurus IA primarily recommends index mutual funds and ETFs.
Assets Under Management$46M
Clients33
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2M+ | 0.75% |
Fees are generally non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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