Flagstone Financial Management offers investment management through the Strategic Wealth Management Program and Manager Access Select, as well as financial planning and consulting services. Financial planning covers retirement, risk management, tax, college savings, cash flow, debt management, work benefits, and estate planning. Flagstone also provides employer plan services and manages investments for Donor Advised Funds.
Assets Under Management$380M
Clients324
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
This fee schedule applies to the Strategic Wealth Management Program. The annual investment advisory fee for the Manager Access Select (MAS) program will vary between 0.00% and 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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