Mountain Flower Investments & Planning (MFI&P) offers personalized financial planning and investment management. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, tax strategies, and business planning. Investment management involves creating tailored portfolios based on client goals and risk tolerance. MFI&P requires discretionary trading authority but will discuss trades with clients as a courtesy.
Assets Under Management$13M
Clients16
Advisors1
Avg. per Client$820K
Avg. per Advisor$13M
www.feeonlynetwork.com/financial-advisor/erica-... ·mountainflowerinvest.com ·directory.cfainstitute.org/profile/5d510840e549...
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.95% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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