Advitica Financial Planning provides investment management and financial planning services to individuals and families. Advitica offers comprehensive ongoing financial planning and portfolio management, hourly financial planning consulting, and educational seminars. Advitica tailors its services to each client's specific needs, documented in a written agreement. Clients are responsible for providing accurate and complete financial information.
Assets Under Management$19M
Clients24
Advisors1
Avg. per Client$780K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable depending on the plan’s scope, complexity, and the client’s situation and financial objectives. Legacy clients may have a different fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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