Alberg Financial Services (AFS) provides investment advice and manages investment portfolios for individuals, trusts, estates, charitable organizations, corporations, and other business entities. AFS offers non-discretionary asset management services, meaning AFS recommends investments, but you must approve each transaction before it's executed. Investment strategies are tailored to your individual goals, time horizon, and risk tolerance.
Assets Under Management$93M
Clients52
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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