Advanced Financial Strategies is a wealth management firm that offers a wide range of services including investment management, comprehensive and modular financial planning, business planning, estate planning, and risk management/insurance solutions. Advanced Financial Strategies primarily serves high-net-worth individuals, affluent business owners, corporate executives, trusts, and estates. The firm utilizes a strategic asset allocation framework combined with tactical adjustments across various asset classes, incorporating both traditional investments and alternative options like private placements and real estate strategies. Advanced Financial Strategies takes a collaborative team approach, working alongside clients' attorneys, accountants, and other professionals to build customized plans tailored to individual risk tolerances and long-term goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Schedule reflects the fees for Aggressive Growth, Growth, and Moderate Growth portfolios. Conservative Growth and Emphasis on Income portfolios have separate, lower fee schedules. Fees may be adjusted by mutual agreement.