Flywheel Private Wealth LLC

Flywheel Private Wealth, LLC is a registered investment adviser specializing in providing investment management and financial advisory services to individual and institutional investors. Established in March 2023, the firm is managed by Brandon J. Smith and is held to a fiduciary standard of care. Flywheel offers personalized services through a wrap fee program, where fees are generally billed quarterly based on assets under management. The maximum annual advisory fee is 1.50%, with potential variations based on specific client holdings. The firm primarily serves high net worth individuals, trusts, estates, and family entities, requiring a minimum initial investment of $3,000,000. Clients have the option to engage in discretionary or non-discretionary portfolio management services, tailored to their investment objectives and risk profiles. Flywheel employs a combination of active and passive strategies, including equity and debt securities, ETFs, mutual funds, and independent investment managers. The firm does not charge performance-based fees or participate in side-by-side management. Clients are responsible for additional charges imposed by custodians and third parties. Flywheel does not accept authority to vote proxies on behalf of clients and does not pay referral fees. The firm's Code of Ethics emphasizes fiduciary obligations and addresses conflicts of interest. Clients receive periodic account reviews and may request performance reports. Flywheel does not require prepayment of fees exceeding $1,200 or have any financial commitments that may impair client obligations.