Flagstone Financial Management

Wealth Management Firm in Lincoln, NE

Firm Info
Address: 5801 Hidcote Dr STE 100, Lincoln, NE 68516, USA
Phone: (402) 413-0440

Firm Size
Assets Under Management: $261.3 million
# of Advisors: 4
# of Clients: 842
Client to Advisor Ratio: 211:1
Average Account Size: $310,346
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Flagstone Financial Management, LLC Overview

Flagstone Financial Management, LLC is a fee-only investment advisory firm headquartered in Lincoln, NE. Since its inception in 2016, the firm has been providing investment advice only to its clients. They offer a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. As a fee-only firm, Flagstone Financial Management does not earn any commission from the sale of investment products or receive any payment for referrals. Their service charges are transparent and based on the clients' assets under management. The absence of a conflict of interest makes them a trusted partner for clients seeking unbiased financial advice. The portfolio management services offered by Flagstone Financial Management cater to the investment needs of both individual and institutional clients. They consider the clients' goals, risk tolerance, and investment horizon before implementing a customized investment strategy. Moreover, their pension consulting services help the clients manage their retirement plans effectively. In summary, Flagstone Financial Management, LLC is an investment advisory firm that offers fee-only investment advice and portfolio management services to clients in Lincoln, NE. With their transparent fee structure and customized investment solutions, they are an ideal partner for clients seeking unbiased financial advice.

FLAGSTONE FINANCIAL MANAGEMENT, LLC serves a diverse range of clients, catering to the financial needs of individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Flagstone Financial Management, LLC is committed to providing tailored financial management strategies to each of their clients. They understand that each client has unique financial goals, and work diligently to provide unparalleled service to help their clients achieve their goals. As for fee structures, Flagstone Financial Management, LLC offers a few options depending on the service provided. For clients who have assets under management (AUM), they charge a percentage of AUM. This option is ideal for clients who are looking for ongoing financial management and advice. For clients who prefer a more transactional approach, Flagstone Financial Management, LLC offers an hourly fee structure. This option is best suited for clients who only need assistance with specific transactions or financial planning topics. Finally, for some services, Flagstone Financial Management, LLC charges a fixed fee. This option may be used for specific projects that require a defined scope of work. Regardless of the fee structure, Flagstone Financial Management, LLC is dedicated to transparency and ensures that their clients know exactly what they’re paying for.

Typical Clients, Fee Structures & Investment Minimum

Based on the Part 2 Brochure of Flagstone Financial Management, LLC, there is no mention of an investment minimum. Therefore, it is not possible to determine what the firm's investment minimum is from their Part 2 Brochure.

How This Office Can Help Lincoln, NE Residents

As a financial advisor at Edward Jones, Patrick Clarkin assists clients in Manchester, MO with a range of financial concerns. Clarkin works closely with clients to determine their individual financial situations and goals, developing personalized plans to help them achieve their objectives. For clients in Manchester, MO, Clarkin may provide guidance on saving for retirement, planning for education expenses for their children, building a diversified investment portfolio, and managing debt. He may also advise on tax strategies to help clients minimize their tax burden, as well as estate planning to ensure their assets are distributed in accordance with their wishes. With Clarkin's knowledge and expertise, clients in Manchester, MO can benefit from personalized financial advice and guidance tailored to their unique needs.

To view the Minimum Investment and Fee Schedule for Flagstone Financial Management, LLC, visit their Part 2 Brochure.

Services Offered by Flagstone Financial Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Flagstone Financial Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5801 Hidcote Dr STE 100, Lincoln, NE 68516, USA
Phone (402) 413-0440
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Flagstone Financial Management, LLC is registered to service clients in the following states:

  • Arizona
  • Colorado
  • Nebraska
  • Texas

Disciplinary History

Flagstone Financial Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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