Jerry Wagner is a registered investment advisor at Flexible Plan Investments LTD, based in Bloomfield Hills, MI, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,885 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1M+ | 0.70% |
Advisory Fee, inclusive of any Solicitor or Co-Advisory Fee, and before any Affiliated Fund Credit, on all accounts except Flexible Fee Schedule (“FFS”) accounts and Group Retirement Plan Accounts. Fees may be negotiable.
Fee Estimator
Location
3883 Telegraph Road, Suite 100, Bloomfield Hills, MI, 48302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Flexible Plan Investments LTD
State Registrations2 states
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