Advanced Financial Strategists provides comprehensive investment management services tailored to individuals, high net-worth individuals, closely held corporations, business entities, and estates. Founded in 1991 and led by John D. Holden, the firm builds customized portfolios using equities, exchange-traded funds, fixed income instruments, and mutual funds. Their investment strategy is grounded in Modern Portfolio Theory and Efficient Frontier recommendations to balance potential returns with risk management. Advanced Financial Strategists operates as a fee-only registered investment advisor, meaning they do not accept commissions, product sales fees, or wrap-fee program charges. They emphasize ongoing portfolio reviews, annual client meetings, and open communication to ensure investments align with each client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.