Fleschner Investments offers personalized investment management services. Andrew King Fleschner consults with clients to determine their investment goals, time horizon, and risk tolerance. Based on this information, he develops a customized investment strategy and manages the client's portfolio on an ongoing basis, rebalancing and adjusting as needed. Fleschner Investments requires discretionary authority to manage client accounts.
Assets Under Management$4.9M
Clients6
AdvisorsN/A
Avg. per Client$820K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.