Fleischer & Johnson Wealth Management offers ongoing portfolio management services based on each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and handles investment strategy, asset allocation, asset selection, risk assessment, and regular portfolio monitoring. Fleischer & Johnson Wealth Management operates as a wrap fee program sponsor and portfolio manager, meaning clients pay a single bundled fee that covers both management services and underlying transaction costs. The firm limits its investment advice primarily to mutual funds, individual stocks, fixed income securities, exchange-traded funds, real estate funds, and insurance products such as annuities. In addition to investment management, a firm representative is a licensed insurance agent and may offer commission-based insurance products, creating a conflict of interest that is managed by prioritizing the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00% for all assets. Fees are generally negotiable.