Flagship Wealth Management Group provides financial planning and investment management services to individuals, high-net-worth individuals, and businesses. Flagship offers comprehensive financial planning, hourly consulting, and asset management. Financial planning covers cash flow, retirement, insurance, tax, and estate planning. Investment strategies are tailored to client goals and risk tolerance.
Assets Under Management$42M
Clients67
Advisors1
Avg. per Client$620K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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