Flip Flops and Pearls is a fee-only financial planning and investment management firm. As a fiduciary, Flip Flops and Pearls is legally required to act in your best interest. The firm offers wealth management (investment management and financial planning), subscription financial planning, project-based financial planning, and hourly financial planning to individuals, trusts, estates, and small businesses. Advice is provided through consultations and includes financial objectives, financial analysis, tax planning, insurance review, investment management, education funding, retirement planning, and estate plan review.
Assets Under Management$24M
Clients14
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual wealth management fee is $7,500 per household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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