Flax Pond Capital offers investment advice tailored to meet clients' needs and objectives. They provide discretionary portfolio management services, requiring clients to grant them authority to manage their accounts. They also offer financial planning services, ranging from broad-based to single-subject planning, based on an analysis of individual needs. Flax Pond Capital acts as a fiduciary, prioritizing clients' best interests.
Assets Under Management$220M
Clients120
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $150K | 1.00% |
| $150K - $250K | 0.90% |
| $250K+ | 0.80% |
Clients who do not receive financial planning services pay 0.8% of their assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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