Aznar Financial Advisors provides financial planning and investment management services. Financial planning can cover setting financial goals, managing cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Investment management is offered to clients seeking ongoing advice. Aznar Financial Advisors does not provide accounting, legal, or property and casualty insurance advice.
Assets Under Management$170M
Clients37
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.55% |
| $7M+ | 0.40% |
Minimum quarterly fee of $3,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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