A.I. Financial, Inc. (AIF) manages investment portfolios for individual clients. AIF determines an appropriate mix of stocks and bonds based on the client's needs and risk tolerance to achieve their financial goals. AIF does not provide financial planning services. Clients are not obligated to follow AIF's recommendations.
Assets Under Management$5M
Clients10
Advisors1
Avg. per Client$500K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...