Wealth Management Pricing
Flexible wealth management solutions to help you achieve your goals.
Flast Cost Wealth Management
This service is designed for those seeking an ongoing relationship that includes financial planning, tax planning, investment management, and all our other solutions for one all-inclusive fee that doesn't increase just because your portfolio balance increases.
*Pricing below is NOT paid upfront but instead divided into four quarters and automatically debited from your accounts at the end of each quarter