Flexible Plan Investments Ltd is a large advisory firm based in Bloomfield Hills. It manages $1.67 billion of regulatory assets for 19,900 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Flexible Plan Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, publication of newsletters, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Flexible Plan Investments Ltd is $1.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Flexible Plan Investments Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Flexible Plan Investments is individuals with 17,312 clients and $880.19 million of assets under management. Among the 9 most similar advisory firms, Flexible Plan Investments has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.67 billion for 20,462 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Flexible Plan Investments doesn't advise any private funds.
The company employs 100 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 600 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Flexible Plan Investments Ltd performs its advisory services is located at 3883 Telegraph Rd, Bloomfield Hills, MI 48302 1432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-347-3539 or by fax 248-642-6741. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at quantifiedfunds.com.