Flagship Private Wealth provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. FPW may also direct clients to third-party investment advisors. FPW also offers financial planning services covering areas like investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$450M
Clients601
Advisors4
Avg. per Client$740K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Portfolio management fees may vary depending on complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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