Flexible Plan Investments (FPI) is a Turnkey Asset Management Program (TAMP) that provides managed accounts by directly managing investments in mutual funds, ETFs, and other securities, or by providing trading signals to others. FPI primarily uses tactical and dynamic asset allocation methodologies. FPI does not offer financial planning or tax consulting services. FPI offers its services through Strategic Solutions, variable annuity and variable universal life policies, self-directed brokerage accounts, and Group Retirement Plans.
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.