Access Financial Resources (AFR) offers personalized financial planning and investment management. Advice covers financial goals, cash flow, tax planning, insurance, asset management, education funding, retirement, and estate planning. AFR operates as a fee-based firm, providing objective advice on investments. Some advisors are also licensed to sell insurance, potentially earning commissions in addition to client fees. AFR can manage investments with or without client direction. Periodic account reviews are conducted, and clients maintain asset control.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. For other asset holdings under management by AFR such as real estate, notes and mortgages, annuities, etc., the fair market value of such holdings are included in assets under management for the purposes of calculation of asset-based fees.