Advisory Financial Services LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Advisory Financial Services provides financial planning, consulting, and investment management services. They offer financial planning covering retirement, education, estate, taxes, and insurance. Investment management is offered on a non-discretionary basis, primarily using mutual funds, individual stocks, bonds, options and exchange-traded funds. They tailor their services to individual client needs, considering risk tolerance and time horizon.
Assets Under Management$500K
Clients11
Advisors1
Avg. per Client$45K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.00% |
| $750K - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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