Flattery Wealth Management offers financial planning advice on cash flow, debt management, employee benefits, investment, estate, education, retirement, tax strategies, and risk management. Fees for financial planning can be project-based, recurring, or hourly. For investment management, Flattery Wealth Management tailors services to each household, establishing investment guidelines and systematically investing in securities that meet those requirements. They primarily use individual stocks, exchange traded funds, and actively managed mutual funds.
Assets Under Management$17M
Clients58
Advisors1
Avg. per Client$300K
Avg. per Advisor$17M
bitcoinfinancialadvisorsnetwork.com/our-advisor... ·www.catholicfinancialplanners.com/andy ·www.quora.com/profile/andy-flattery
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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