Flyway Financial offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. They also provide financial planning services covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Financial planning is offered on a project basis or as an ongoing engagement. Flyway Financial does not participate in wrap fee programs.
Assets Under Management$7.9M
Clients26
Advisors1
Avg. per Client$300K
Avg. per Advisor$7.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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