Flourish Wealth Management manages investment portfolios and provides financial planning services to individuals, high net worth individuals, trusts, and foundations. Flourish helps clients with investment objectives, asset allocation, and transitioning existing portfolios. They primarily use mutual funds and ETFs, favoring passive and factor-based investments. Financial planning services include income and estate tax planning, retirement planning, insurance analysis, and cash flow analysis. Flourish also provides advisory services to participant-directed retirement plans.
Assets Under Management$460M
Clients157
Advisors5
Avg. per Client$2.9M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for accounts over $15,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
