Flatirons Wealth Management (FWM) manages investment portfolios based on each client's individual needs and goals. FWM also offers comprehensive financial planning covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Ongoing financial planning is available for a fixed quarterly fee. FWM requires clients to use Charles Schwab & Co., Inc. as their custodian.
Assets Under Management$49M
Clients116
Advisors1
Avg. per Client$420K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees are negotiable for accounts over $5,000,000. All 529 accounts are charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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