Flexible Plan Investments Review


Trust Score 84%
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Flexible Plan Investments, federally registered in 1984, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 4 advisors. Flexible Plan Investments manages $2 billion and provides investment advisory services for 20,233 clients (1:5059 advisor/client ratio).

Flexible Plan Investments requires a $25,000 minimum investment and charges a blended rate between 2.00% and 0.70% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 34 years

Considerations


  • There is only one licensed advisor for every 5059 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $95,790
Hybrid Advisor No
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:5059
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 2.00%
$500,001 to $999,999 1.50%
$1,000,000+ 0.70%


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