Ember L. Flack, Jd, Cfp, Clu, Chfc Fees & Minimum

Overview

Total Firm Assets: $180 million
Average High-Net-Worth Client Portfolio Size: $4.5 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: 2026 FIRM BROCHURE (2026-04-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.40%
$250,001	$500,000	1.05%
$500,001	$1,000,000	0.70%
$1,000,001	$2,000,000	0.60%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,625	0.96%
$5 million	$30,625	0.61%
$10 million	$55,625	0.56%
$50 million	$255,625	0.51%
$100 million	$505,625	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 100.00%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 40
Non-Discretionary Accounts: 40

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 114269

2026 FIRM BROCHURE (2026-04-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Ember L. Flack, Jd, Cfp, Clu, Chfc disclose?

Is Ember L. Flack, Jd, Cfp, Clu, Chfc a fiduciary?

How many clients does Ember L. Flack, Jd, Cfp, Clu, Chfc have?

What services does Ember L. Flack, Jd, Cfp, Clu, Chfc offer?

How much does Ember L. Flack, Jd, Cfp, Clu, Chfc manage?

What types of clients does Ember L. Flack, Jd, Cfp, Clu, Chfc serve?