F.L.Putnam Investment Management Company (FLP) offers investment management, investment advisory, and financial planning services. FLP works with individuals, families, foundations, schools, religious organizations, and corporations. Services are tailored to each client's needs, with a focus on defining investment goals, determining income needs, and assessing risk tolerance. FLP also offers family office solutions and consulting services.
Assets Under Management$7.7B
Clients2,563
Advisors66
Avg. per Client$3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
66 Advisors at this firm
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