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Our Fee Structure
As a Registered Investment Advisor, Flourish Wealth Management is an investment fiduciary. An investment fiduciary is a person responsible for managing the assets of another person in a special relationship of trust, confidence, and/or legal responsibility. The word “fiduciary” comes from the Latin word meaning, “trust.” As a fiduciary, we always put our clients’ interests first, act with the utmost good faith, and provide full transparency.
Our fee-only structure focuses on our clients and their best interests. Flourish does not accept commissions, referral fees, or other such compensation. Instead, we charge a wealth management fee based on a percentage of the assets under management. As a fee-only planner, we are compensated solely by the client and do not receive any compensation that is contingent on the purchase or sale of a financial product or as a result of the implementation of our money management recommendations.
Our planning fee includes both our comprehensive wealth management and investment management services. Generally Flourish Wealth Management is best suited for clients that have a minimum of $1,000,000 in investable assets. The introductory fee begins at 1% and decreases with an increase in investable assets with a minimum annual fee of $10,000.