Flegal Financial Planning provides wealth management and financial planning services to individuals and high-net-worth individuals. They offer comprehensive wealth management, investment management, financial planning, and tax preparation. Flegal Financial Planning is a fee-only firm, meaning they only get paid by their clients for their services. They may recommend other professionals, but don't receive compensation from them.
Assets Under Management$14M
Clients16
Advisors1
Avg. per Client$900K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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