Flagship Private Wealth
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Overview
Flagship Private Wealth operates as an advisory firm located in Woburn, Massachusetts. The company administers $252.3 million in assets under management throughout 910 customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Flagship Private Wealth does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, options and bonds.
Flagship Private Wealth administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring the client's authorization. The advisory firm's average account size is $277,239. An average financial advisor at Flagship Private Wealth administers around 228 client accounts.
Flagship Private Wealth's main office is located at 400 Trade Center - Suite 4990, Woburn, Massachusetts 1801. It is legally permitted to provide services to investors throughout a number of states, including California, Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Flagship Private Wealth by the Numbers
$252.3 million
4
910
$277.2 thousand
Products and Services
Flagship Private Wealth provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior financial year, it provided 11-25 of its customers with financial planning services. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on the financial services offered. However, fee types billed by the company may include some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Flagship Private Wealth provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 910 accounts, Flagship Private Wealth's biggest client group is high net worth investors, though it also manages money for 337 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 62.29%
- Other Individuals - 37.34%
- Corporations - 0.18%
- Charitable Organizations - 0.18%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Flagship Private Wealth does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Flagship Private Wealth
Woburn, MA
Woburn, MA
Woburn, MA
Woburn, MA
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