Flanagan Financial Management
Assets Under Management
$15.7M
Number of Clients
5
Number of Advisors
1
Average Client AUM
$3.1M
AUM per Advisor
$15.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Flanagan Financial Management provides personalized portfolio management and asset allocation services tailored to individual client needs. They gather client information to develop investment strategies and monitor portfolio performance, rebalancing as needed. They primarily advise on equity securities, mutual funds, ETFs, fixed income products, and REITs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the value of your managed assets, billed quarterly. The fee is negotiable depending on your circumstances. For accounts under $25,000, an hourly fee of $90 is charged. Asset allocation services are billed at $90 per hour. Erinn Flanagan also receives commissions as a registered representative of Leigh Baldwin & Co., LLC, but not on assets managed by Flanagan Financial Management.
Areas of Practice
Location
2 Hayes Street, Norwich, NY, 13815