Aufman Associates Inc. offers financial counseling and investment advisory services. Services include advice on asset management, income tax planning, cash-flow management, employee benefit programs, retirement planning, life insurance, estate planning, education planning, and family office services. Investment management services are tailored to each client's individual needs. Aufman Associates uses a team approach to provide advice.
Assets Under Management$860M
Clients245
Advisors3
Avg. per Client$3.5M
Avg. per Advisor$290M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.13% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.58% |
| $5.0M - $8.0M | 0.28% |
| $8M+ | 0.27% |
Minimum annual fee of $6,000. Family member accounts may qualify for a waiver of the minimum annual fee with a fee based on productive assets of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
