AFGO, INC., operating as Business Financial Strategies, Ltd., provides financial planning and investment advice to individuals and businesses. Financial planning covers cash management, risk management, investment planning, retirement planning, estate planning, and college planning. Investment management involves designing and supervising investment portfolios. Consulting services include budget forecasting, tracking, and trust administration.
Assets Under Management$28M
Clients12
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.56% |
| $750K - $1.0M | 0.53% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.45% |
| $2.0M - $2.5M | 0.38% |
| $2.5M - $3.0M | 0.34% |
| $3.0M - $3.5M | 0.30% |
| $3.5M - $4.0M | 0.27% |
| $4.0M - $5.0M | 0.24% |
| $5.0M - $7.5M | 0.20% |
| $7.5M - $10.0M | 0.18% |
| $10.0M - $15.0M | 0.16% |
| $15M+ | Included |
Fees are negotiated for portfolios less than $250,000 and greater than $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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