FlexIncome Fund offers customized investment portfolios focusing on stocks, exchange-traded funds, and options. They also provide comprehensive financial planning services, including retirement planning, tax strategies, estate planning, and cash flow analysis. Services are tailored to each client’s financial objectives, risk profile, and investment preferences.
Assets Under Management$200K
Clients1
Advisors1
Avg. per Client$200K
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
FlexIncome Fund charges a management fee of 2% annually on your portfolio. This is calculated based on the average daily balance and billed at the end of the year. In addition, they charge a performance fee of 20% of net profits above a 5% annual hurdle rate. This performance fee is only available to certain qualified clients.
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