FlightPath Financial Planning provides investment management and financial planning services to individuals and high-net-worth individuals. Financial planning covers investments, insurance, retirement, student loans, tax, estate planning, and more. Investment management involves creating a risk-based portfolio using mutual funds, ETFs, stocks, bonds, and REITs, rebalanced periodically.
Assets Under Management$11M
Clients39
Advisors1
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.50% |
This is for Investment Management - Standalone Service. Minimum of $500 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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