AIO Financial offers financial planning and investment advice to individuals, trusts, estates, and small businesses. They help clients with financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. AIO Financial is a fee-only firm, meaning they only get paid for their advice and don't sell financial products or receive commissions.
Assets Under Management$200M
Clients197
Advisors2
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $12.0M | 0.30% |
| $12M+ | 0.30% |
Fees are negotiable above $12,000,000. On smaller accounts, the minimum annual fee may exceed the 1.0% annual percentage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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