The Arkansas Financial Group (AFG) provides wealth management services on a fee-only basis. These services include financial planning and discretionary investment management. AFG invests client assets primarily in mutual funds, exchange-traded funds (ETFs), and individual debt securities. Financial planning can include wealth management reports, investment policy statements, and ongoing consultation. AFG may recommend other professionals like attorneys or accountants but doesn't offer legal, accounting, or insurance implementation services.
Assets Under Management$970M
Clients367
Advisors5
Avg. per Client$2.6M
Avg. per Advisor$190M
Fee Structure
Planning is charged separately
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 0.90% |
| $125K - $250K | 0.65% |
| $250K - $500K | 0.47% |
| $500K - $1.0M | 0.34% |
| $1M+ | 0.25% |
AFG’s investment advisory fee is negotiable at its discretion. Clients in the Young Professional/Physician in Training program may pay lower fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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