Assets Under Management
$2.3M
Number of Clients
9
Number of Advisors
1
Average Client AUM
$261K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Flores Wealth Planning provides financial planning, investment consultation, and investment supervisory services. They offer advice on cash flow, debt management, education funding, retirement planning, risk management, estate planning, and tax planning. They may use third-party managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
For the benefit of discounting your asset-based fee, we may aggregate investment supervisory services accounts for the same individual or two or more accounts within the same family, or accounts where a family member has power of attorney over another family member or incompetent person's account.
48 Wall Street, Suite 1100, New York, NY, 10005