FLP Wealth Management provides financial planning and investment management services. Financial planning covers investment, retirement, insurance, education, and estate planning. Investment management is offered through a third-party platform, AE Wealth Management. FLP also provides retirement plan services to plan sponsors and participants. FLP does not have a minimum investment amount.
Assets Under Management$170M
Clients341
Advisors3
Avg. per Client$500K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
AE Wealth Management's annual fee is included in the total fee above. AEWM’s fee ranges between 0.25% and 0.45% and is dependant on the service level of AEWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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