Flavin Financial Services offers wealth management services to individuals and families, providing ongoing financial planning and investment management. FFS manages advisory accounts on a discretionary basis, creating portfolios with exchange traded funds, mutual funds, individual stocks and bonds, or other securities. FFS also provides retirement plan advisory services to plan sponsors, assisting them in meeting their fiduciary obligations.
Assets Under Management$200M
Clients182
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$51M
www.linkedin.com/company/cpa-wealth-advisors ·www.facebook.com/flavinnooneyandperson ·www.flavincpa.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on each client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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