Assets Under Management
$241.6M
Number of Clients
146
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$80.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
AFS offers comprehensive and modular financial planning, business planning, estate planning/administration, asset management, and risk management/insurance services. Clients include highly compensated executives, affluent business owners, and high net worth individuals and families.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.63% |
| $2M+ | 0.50% |
Fee schedule applies to Aggressive Growth, Growth, and Moderate Growth portfolios. Different schedules apply to Conservative Growth and Emphasis on Income portfolios.
5 Hubble, Irvine, CA, 92618