Flagstone Financial Management is a registered investment advisor based in Lincoln, Nebraska, offering comprehensive financial services to individuals, high net worth families, trusts, and business owners. Flagstone Financial Management provides personalized investment management through programs like the Strategic Wealth Management Program and Manager Access Select, utilizing evidence-based, globally diversified strategies. In addition to portfolio management, Flagstone Financial Management offers holistic financial planning covering retirement, taxes, estate planning, insurance, cash flow, and college savings. The firm also provides specialized services such as Business Owner Transition Planning and retirement plan consulting for employers. Flagstone Financial Management acts as a fiduciary, legally required to put clients' best interests first, and custody client assets through LPL Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
Clients with $1M+ in household assets receive financial planning at no additional cost. Alternative fixed percentage billing ranges from 0.00% to 1.5% for certain accounts or negotiated agreements.
