AA Financial Advisors provides financial planning and investment management services to individuals, families, and businesses. The firm uses a process called the UltraVision System to help clients clarify their goals and create financial plans. AA Financial Advisors also offers ongoing monitoring and support through the UltraVision Club. Investment management services are provided through the Portfolio Management Program, which uses a variety of investment strategies.
Assets Under Management$1B
Clients814
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee for the Portfolio Management Program is 1.50% of assets, which is subject to negotiation and can vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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