Assets Under Management
$1.5B
Number of Clients
10,885
Number of Advisors
3
Average Client AUM
$141K
AUM per Advisor
$512.1M
Compensation
Fee-Only (AUM)
Flexible Plan Investments, a TAMP founded in 1981, manages accounts by directly managing investments in mutual funds, ETFs, and other securities, or by providing trading signals. They utilize tactical and dynamic asset allocation methodologies. As of 12/31/24, they had $1,536,363,862 in discretionary AUM.
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI, 48302-1432