A different approach to Wealth Management
Having had an entrepreneurial spirit your whole life, you have worked hard to build and acquire wealth. As you transition from the wealth accumulation phase to the distribution and enjoyment phase, you need a partner who shares your values and brings to the table a modern approach to wealth management.
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Most wealth managers today are a relic of the past. Having been commission brokers, their focus has been on charging high fees and selling expensive products. They have not been focused on providing more value to their clients at a lower cost, that is how we are different.
We believe as founders, entrepreneurs, and families you except more.
You deserve it, you have earned it.
Our Process
At Flyway Advisors, we utilize financial analytics to capture and model your personal balance sheet and income statement including equities, real estate, private placements, partnerships, and convertible debt. We then aggregate all your financial data to produce a 360 degree dashboard of your complete financial picture.
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We use this complete picture to model a tax advantageous portfolio taking into account all of your assets and goals.
How we work with you
We work directly with your CPA, Estate Planner, and other advisors to ensure coordination of financial transaction and estate planning decisions. We utilize world class technology to provide a modern digital experience with realtime client collaboration.
Frictionless Cash Management
Manage cash seamlessly. Deposit checks directly on your phone. Deploy new capital quickly and withdraw funds on demand for easy access to your capital when you need it.
Financial Team Coordination
Someone needs to be the hub in your personal financial universe. We collaborate with your CPA, Estate Attorney, and other advisors to ensure coordination of all financial transactions.
Customized Equity Portfolios
Portfolios built for accredited investors taking into account your full financial picture including private investments. Portfolio styles include Income, Growth, and Speculation.
Cutting Edge Client Technology
This is not the 1990's, a desk phone is not required. We utilize modern collaboration software such as Slack and Teams to bring client collaboration and communication into a new era.
Financial Analytics Dashboarding
Your complete financial picture in one unified dashboard. Link all of your online accounts for realtime position and balances updates. Model real estate and private investment valuations.
World Class
Cyber Security
We know that the security of our clients’ data is of utmost importance to them. Rest easy knowing we've developed our processes and systems with best-in-class security practices.
Our Service Offerings
We are Registered Independent Investment Advisors and not affiliated with any broker/dealer. We are fee based fiduciaries that have a fundamental obligation to provide investment advice that always acts in your best interests.
Goal Based
Financial Planning
We take the time to understand your current financial situation, existing resources, financial goals, and tolerance for risk.
Using RightCapital's financial planning software, we model assets, cash flow, expenses, and goals. We then craft an investment approach using individual stocks, bonds, options and private investments tailored to your specific goals.
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401(k), 403(b) and defined benefit plans
Retirement benefits aren’t a luxury reserved just for midsize and large businesses.
A variety of retirement plan solutions exist today, from 401(k) to SIMPLE IRAs and SEP IRAs, that can help small business owners not only secure a nest egg for themselves, but also attract and retain talented employees.
Private Wealth
Management
With significant wealth comes great opportunity. We understand the complexity and responsibility that come with greater wealth.
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We bring together a team of professionals from investment, legal, insurance, estate, business, and tax disciplines working together to
develop and deliver the most prudent advice.
Private Placements and Partnerships
We work with a range of providers to access private placements and partnerships.
From pre-IPO shares of fast growing companies, such as SpaceX, to mutli-family real estate partnerships, to private equity, we align all of your private investments along side your public market exposure.
Mergers and Acquisitions for SMB's
We help founders and CEO's navigate the challenges of selling or growing their businesses. We understand that oftentimes small businesses (2M to 20M in revenue) are under served by private equity and investment banking firms.
From crafting a value proposition deck and organizing your clean room, through final closing, we'll be your trusted advisor.
Treasury Cash Management for SMBs
We provide custom treasury cash management solutions for small businesses.
Our method of laddering very short duration US treasuries and commercial paper, combined with our frictionless transfer process, allows easy access to your business capital while still capturing attractive yields.
Our Fees are Transparent and Low Cost
The days of paying expensive advisory fees, plus another 0.5% in mutual fund wrap fees, plus custody fees, plus ticket charge fees are over. We don't use expensive mutual funds. Our recommend broker, Charles Schwab, does not charge custody fees or transaction fees for U.S. listed equities and exchange traded funds. Our transparent asset based pricing is listed below.
Account Value | Quarterly Fee Rate | Annualized Total |
|---|---|---|
Over $5M | 0.1125% | 0.45% |
$1M to $5M | 0.1625% | 0.65% |
$0 to $1M | 0.2125% | 0.85% |
Fees to be assessed will be outlined in the advisory agreement to be signed by the Client. Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter. Our fees are generally not negotiable and will be deducted from client account(s).
Our Recommended Partners
