Flowrate Financial provides investment management and financial planning services. Investment management involves ongoing advice based on individual client needs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Flowrate Financial may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$6.2M
Clients5
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$6.2M
www.linkedin.com/in/ross-chawansky-182012158 ·www.flowratefinancial.com ·www.youtube.com/@flowratefinancialllc
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
If FF utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. When DFA is used, they will directly debit fees from the client account’s on a monthly basis in arrears based on the average daily value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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