Advanced Financial Solutions (AFS) is a registered investment advisory firm that has been in business since 1993. AFS offers financial planning services to help clients establish financial goals, gather data, analyze information, and implement a comprehensive financial plan. AFS also provides investment management services, making investments for clients based on their ongoing needs and goals, or supervising third-party investment managers. AFS uses various investment vehicles, such as mutual funds and exchange-traded funds, to maximize expected return for a given level of risk.
Assets Under Management$27M
Clients185
Advisors2
Avg. per Client$150K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees on accounts over $3 million may be negotiable. Maximum annual fee that may be charged to any client account is 3%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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