Flourish Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer hourly financial planning on topics like retirement, risk management, and college savings. Additionally, they provide comprehensive financial planning with ongoing monitoring and updates for a monthly fee. They also offer a quick start session to answer pressing financial questions.
Assets Under Management$33M
Clients60
Advisors4
Avg. per Client$550K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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