Fluent Financial, LLC
Assets Under Management
$297.1M
Number of Clients
432
Number of Advisors
3
Average Client AUM
$688K
AUM per Advisor
$99.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fluent Financial provides asset management, comprehensive portfolio management, financial planning & consulting, and pension consulting services to individuals, families, and businesses. As a fiduciary, the firm aims to understand client objectives, educate them about the process, and maintain open communication to help meet their financial goals while being sensitive to risk tolerance and time horizons.
Fee Structure
Financial planning and consulting fees are charged on an hourly basis ($450/hour) or a flat fee basis ($1,500 to $15,000), and are negotiable. Pension consulting fees are charged hourly (maximum $450/hour) or as a percentage of plan assets (no more than 1.00%). Wrap clients do not incur transaction costs for trades by their chosen custodian. Non-Wrap clients may incur transaction fees for trades executed by their chosen custodian based on a percentage of the dollar amount of assets in the account(s).
Areas of Practice
Location
14800 Landmark Blvd., Suite 848, Dallas, TX, 75254