Flyway Advisors provides investment management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, corporations and businesses, and charitable organizations. Flyway Advisors conducts client meetings to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, options, mutual funds and other public and private securities or investments. Portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon the client’s individual needs, stated goals and objectives.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |