FlightPath Financial Planning manages investment portfolios and provides personalized financial planning for individuals and families. FlightPath Financial Planning specializes in building diversified, low-cost portfolios using exchange-traded funds, mutual funds, stocks, bonds, and real estate investment trusts, while taking a strong academic approach to investing. The firm also evaluates and makes recommendations on various financial planning topics, including retirement, taxes, estate planning, student loans, employee benefits, and insurance. FlightPath Financial Planning tailors its services to each client's unique financial situation, risk tolerance, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.50% |
Rates shown are for the standalone investment management service. For clients combining ongoing financial planning with investment management, the rates are 0.50% on the first $100,000 and 0.25% on amounts between $100,001 and $5,000,000, with rates negotiable above $5,000,000. Standalone accounts under $100,000 are subject to a $500 minimum annual fee.
