FLATIRONS WEALTH MANAGEMENT

Overview

Flatirons Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, subscription fees and fixed fees, allowing the firm to tailor pricing to different client needs. Investment activity centers on broadly diversified public fund strategies, with a heavy tilt toward mutual funds as the primary implementation vehicle. The firm operates on a discretionary basis for the bulk of its assets and runs portfolios that appear designed for middle- to upper-middle net-worth households and small-business owners. Flatirons does not report active ESG investing as a core focus.

Assets & Accounts

Investments & Alternatives

Location & Offices