Advisor at Flanagan Financial Management
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Firm
Flanagan Financial Management
Location
Norwich, NY
Credentials
Series 63, Series 65
Industry experience
30 years
Erinn Flanagan is the sole advisor at Flanagan Financial Management in Norwich, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has worked at Leigh Baldwin & Co., L.L.C. since 2000 and founded her current firm in 2013. Outside of advising, she has a majority ownership interest in a local building associated with bookkeeping and rental activities. Flanagan Financial Management provides discretionary portfolio management and tailored asset-allocation advice to individual clients and charitable organizations. The firm manages a concentrated asset base across a small number of accounts, offering customized strategies using multiple analytical methods and continuous portfolio monitoring.
Based on Flanagan Financial Management
Based on Flanagan Financial Management
$0 - $500,000: 0.70% $500,001 - $1,000,000: 0.60% Over $1,000,000+: 0.50%
$90 per hour for asset allocation services; negotiable
Account minimum: No minimum stated; however, the firm may terminate accounts that fall below a minimum size in their sole opinion
Norwich, NY
New York
Flanagan Financial Management
2013 - Present (13 years)
Leigh Baldwin & Co., L.L.C.
2000 - Present (26 years)
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Other specialized services
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Series 63, Series 65
Norwich, NY
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