Flying Forward Wealth Management (FFWM) offers financial planning and portfolio management services. Financial planning covers portfolio assessment, investment, retirement, tax, education, risk management, cash flow, and debt management. FFWM also manages held-away assets like 401(k)s. Investment decisions are made in the client's best interest. FFWM may use third-party advisors.
Assets Under Management$5.1M
Clients15
Advisors1
Avg. per Client$340K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Financial planning is included at no extra cost for clients with $1,000,000 or more managed by FFWM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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