Flying Forward Wealth Management
Assets Under Management
$5.1M
Number of Clients
15
Number of Advisors
1
Average Client AUM
$342K
AUM per Advisor
$5.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Flying Forward Wealth Management provides comprehensive financial planning and ongoing portfolio management services tailored to individual client needs. Financial planning covers portfolio assessment, investment, retirement, tax, education, risk management, cash flow, and debt management. Portfolio management includes investment strategy, asset allocation, risk tolerance, and regular monitoring. They also manage held-away assets like 401(k)s. They may collaborate with third-party investment advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 generally negotiable.
Fee Estimator
Financial planning fees are either a one-time fixed rate between $1,500 and $15,000, or an ongoing annual fee of at least $4,000, billed quarterly. For clients with $1,000,000 or more in investable assets managed by FFWM, financial planning is included. Portfolio management fees are based on a percentage of assets under management (see table). Fees are negotiable. Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Location
309 Water Street, Suite 115, Boerne, TX, 78006
