Fleurus Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,930,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$1,481,613
About
Fleurus Investment Advisory provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. Its recommendations span mutual funds, fixed income, equities, ETFs (including gold and other precious-metal ETFs), Treasury inflation-protected bonds, commodities, and non-U.S. securities.
The firm documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis while operating under a fiduciary standard. Investment implementation favors index mutual funds and ETFs within a long-term trading framework and draws on charting, fundamental and quantitative analysis as well as modern portfolio theory.
A distinctive element of the firm’s client mix is its work with charitable organizations, an uncommon client type among similarly structured independent advisers, which can affect liquidity and allocation choices. Operationally, the firm conducts at least monthly reviews, does not aggregate trades across client accounts, and uses an institutional custodian for trade execution and custody.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.875% $2,000,000+: 0.75%
$250 per hour, total financial plan cost not to exceed $5,000
Main office location
Fleurus Investment Advisory, LLC
Weston CT, United States
Number of offices
1
Most active in
Fleurus Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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