Flying Point Advisors LLC (FPA) provides financial planning and portfolio management services to individuals and high-net-worth individuals. Financial planning covers areas like investment, insurance, tax, retirement, college, and debt/credit planning. Portfolio management is tailored to each client's goals, risk tolerance, and time horizon, using an Investment Policy Statement. FPA primarily recommends passive, broad-based ETFs but may use other securities to diversify portfolios.
Assets Under Management$3.4M
Clients17
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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