Flowering Financial understands you work hard for your money. A big part of becoming your best financial self is growing your assets and we’re here to help with that. Utilizing an investment approach based on economic theory and backed by empirical research, we create well diversified portfolios designed for your risk tolerance and unique goals. We invest your assets in a cost-effective, tax-efficient manner; collecting no commissions or kickbacks in order to provide all of our clients a successful investment experience.

 

What is included?

 

Meetings & Communications

  • Initial Portfolio Implementation Meeting

  • Annual Investment Review (1 x per year)

  • Quarterly Account Statements

  • Ability to call or email Flowering Financial at any time

General Services

  • Access to secure cloud-based storage for critical documents.

  • Access to Flowering Financial University (Coming Soon!)

Tax Services

  • Tax minimization strategies

  • Capital gain tax planning

Investment Services

  • Active portfolio management

  • Account consolidation

  • Access to institutional-class funds

  • Tax efficiency optimization

  • Custom investment portfolio

  • Performance reporting

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How Much?

Our standard advisory fee is based on the market value of your assets under management and is calculated as follows:

Assets Under Management

Annual Fee (tiered)

$0 - $500,000

$500,001 - $1,500,000

$1,500,001 +

1.0%

0.75%

0.50%

Annual fees are pro-rated and paid in arrears on a quarterly basis. The advisory fee is a tiered fee and is directly debited from client accounts based on the account value of the last day of the previous quarter. Asset management services are offered as a stand alone service or in addition to another ongoing service.