Flores Bayne LLC offers investment management services for individually tailored portfolios, providing continuous advice based on a client's individual needs and goals. They also offer project-based financial planning and ongoing financial planning services covering areas like business planning, retirement planning, risk management, cash flow, and estate planning. Specific plans are tailored to each client's situation and risk tolerance.
Assets Under Management$8.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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