Flying Forward Wealth Management
Assets Under Management
$5.1M
Number of Clients
15
Number of Advisors
1
Average Client AUM
$342K
AUM per Advisor
$5.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Flying Forward Wealth Management provides comprehensive financial planning and ongoing portfolio management services tailored to individual client needs. Financial planning covers portfolio assessment, investment, retirement, tax, education, risk management, cash flow, and debt management. Portfolio management is based on client goals, risk tolerance, and time horizon. They also manage held-away assets.
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net WorthFinancial Planning & Coaching
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Location
309 Water Street, Suite 115, Boerne, TX, 78006
