FlexHedz Group LLC offers ongoing portfolio management services, including investment strategy, asset allocation, asset selection, and regular portfolio monitoring. FlexHedz requires authority to make trades without asking clients first. FlexHedz may offer educational workshops/seminars for general advice on personal finance and investing. FlexHedz generally limits its investment advice to equities, options and ETFs.
Assets Under Management$15M
Clients98
Advisors1
Avg. per Client$160K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...