Flexible Plan Investments Ltd
Assets Under Management
$1.5B
Number of Clients
10,885
Number of Advisors
3
Average Client AUM
$141K
AUM per Advisor
$512.1M
Compensation
Fee-Only (AUM)
About This Firm
Flexible Plan Investments, Ltd. (FPI) is a TAMP founded in 1981. They provide managed accounts through direct strategy management of investments in mutual funds, ETFs, and other securities, or by supplying trading signals. FPI primarily utilizes tactical and dynamic asset allocation. They also provide trading signals for model portfolios and funds.
Fee Structure
Fees are calculated quarterly based on the value of your investment account. The maximum annual advisory fee is tiered, with different rates applying to different portions of your assets. The firm may negotiate fees lower than the published schedule. Clients may receive a pro-rata fee credit against their advisory fees if the advisor invests in certain affiliated funds. There are also small account set-up fees, establishment fees, and paper delivery fees that may apply. Donor Advised Fund (DAF) program Clients are subject to Advisory fees not to exceed 1% per annum (in excess of Affiliated Fund Fee Credit).
Areas of Practice
Location
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI, 48302-1432