Flatlands Wealth offers investment management and financial planning services. Investment management is offered on a discretionary basis, where Flatlands Wealth makes investment decisions for you. Financial planning includes a full financial plan covering various aspects of your financial life, such as financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Flatlands Wealth may use third-party money managers to manage client portfolios.
Assets Under Management$2.5M
Clients5
Advisors1
Avg. per Client$500K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Altruist LLC charges an additional annual fee which ranges between 0.00% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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