Flat Fee Financial LLC offers investment management and financial planning services. As a fee-only firm, Flat Fee Financial is only compensated by clients. Investment management involves creating and managing portfolios based on individual client needs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$18M
Clients28
Advisors1
Avg. per Client$630K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Flat Fee Financial charges a fixed monthly fee for investment management services, paid quarterly. The fee is based on the amount of your portfolio:
- $0 - $2,500,000: $500/month ($1,500/quarter)
- $2,500,001 - $5,000,000: $1,000/month ($3,000/quarter)
- $5,000,001 and Above: $2,000/month ($6,000/quarter)
Ongoing financial planning is included at no additional fee for investment management clients.
Loading...