Advisor Financial Group specializes in wealth management, helping clients achieve their life goals through financial resource management. They offer investment advisory services based on a percentage of assets managed on a non-discretionary basis. The firm prepares a Portfolio Rebalancing Table, recommends portfolio managers and investment vehicles, and focuses on the client's goals.
Assets Under Management$26M
Clients17
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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