Flatrock Wealth Partners offers wealth management solutions, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, foundations, and businesses. Flatrock aims to understand a client's entire capital base and financial obligations to design a suitable portfolio strategy. They primarily use exchange-traded funds, mutual funds, and individual stocks, and may also use private investment funds, options, or other investments. Financial planning services are typically included as part of their wealth management services.
Assets Under Management$230M
Clients51
Advisors2
Avg. per Client$4.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $35.0M | 0.35% |
| $35M+ | 0.35% |
Fees are negotiable for assets over $35,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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