Adirondack Financial Services (AFS) offers investment advisory services, including portfolio management, financial planning, pension consulting, and 401k investment advice. AFS tailors its advice to each client's individual needs and investment objectives, creating an investment policy statement to guide asset allocation. Clients can choose between discretionary and non-discretionary accounts. AFS also operates a licensed insurance agency.
Assets Under Management$410M
Clients649
Advisors3
Avg. per Client$630K
Avg. per Advisor$140M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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