FLP Wealth Management, operating as Family Legacy Planning, is an independent registered investment advisor based in Bentonville, Arkansas, with an additional office in Lafayette, Louisiana. The firm offers comprehensive and modular financial planning, retirement plan consulting for plan sponsors and participants, and asset management services. For investment management, Family Legacy Planning partners with AE Wealth Management to provide access to model portfolios and third-party investment managers using accounts held at Charles Schwab or Fidelity. The firm utilizes fundamental, technical, cyclical, and charting analysis, focusing primarily on a long-term, value-investing strategy. Family Legacy Planning serves individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. The schedule represents the combined fee for Family Legacy Planning and AE Wealth Management.