Advisor Financial Services offers investment advice and creates investment plans tailored to individual needs. The firm also provides tax advice, including income tax preparation, and limited accounting and bookkeeping services. Clients include individuals, corporations, limited liability companies, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Schedule A is for general assets (cash, money markets, bonds, mutual funds, and exchange-traded funds). Schedule B is for equity assets (direct investments in publicly traded companies): - First $250,000: 1.5% per year - $250,001 to $500,000: 1.25% per year - $500,001 to $1,000,000: 1.0% per year - Over $1,000,000: 0.75% per year. Some clients may have arrangements where their rates differ from the current published rates.