Carmen Grinkis is a CFP-designated registered investment advisor at Aaf Wealth Management, LLC, based in Westborough, MA, with 12 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 293 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.92% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.68% |
| $50M+ | 0.15% |
Fees are negotiable for accounts over $50,000,001. For clients using a Platform Manager, the total maximum annual advisory fee will not exceed 1.65% inclusive of AAF's fee.
Fee Estimator
Location
50 Washington Street, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carmen receives rental income from property, earning approximately $12,000 per year. She is also a manager at AAFCPAS Insurance, LLC, dedicating a few hours per week to overseeing licensing, processes, and evaluations; she also sells insurance through US Insurance Brokers.
Employment History
Current Registrations
Aaf Wealth Management, LLC
Previous Registrations
US Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.