Flatiron Wealth Advisors (FWA) offers investment management and financial planning services. Investment management is only available to clients who also use financial planning services. FWA develops personalized investment plans based on client goals and manages portfolios accordingly. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Services are tailored to individual client needs and restrictions.
Assets Under Management$1.2M
Clients7
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Investment Management is only available to clients who utilize Financial Planning Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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