Financial Lifestyle Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,674,394
Clients
114
Advisors
1
of 1 employees
About
FLM provides fee-only financial planning and discretionary portfolio management primarily for individuals and families, and also serves trusts, estates, business entities and charitable organizations. The firm acts as a fiduciary and manages roughly $31 million in discretionary client assets across about 114 client relationships.
The firm’s investment process emphasizes asset allocation documented in written Investment Policy Statements and uses a mix of active and passive mutual funds and ETFs, with access to individual equities, fixed-income instruments, structured notes and REITs when appropriate. FLM typically implements strategies on a discretionary basis, conducts regular monitoring and rebalancing, and may recommend third‑party managers or custodial solutions to support portfolio administration.
Compared with many independent advisers, FLM is notable for including charitable organizations among its client types and for providing limited tax‑preparation support to a small number of clients. The firm also combines a preference for low‑cost, no‑load investments with the flexibility to include less liquid or alternative instruments and outside managers for specialized allocation needs.
Client services
Expertise
Demographic focus
Fee options
Financial planning fees generally range from $1,500 to $3,000; fixed fees possible depending on engagement
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Standard hourly rate is $250 per hour
Ongoing retainer arrangements for financial planning services possible
Minimum fee: Minimum annual fee of $500 per year, may be waived or negotiated Fee-only: Fee-only firm; no commissions or transaction-based compensation received
Main office
3101 Joe Ramsey Blvd. Suite#107
Greenville TX 75401
Advisors at this office
1
Most active in
Texas
Also doing business as
Financial Lifestyle Management · Flm Financial Lifestyle Management LLC · Flm Financial Lifestyle Managmenet LLC · Ward,Victoria Lee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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