Advanced Tax and Financial Services manages client assets on a discretionary basis. The firm offers investment advice using various securities, including stocks, bonds, mutual funds, and options. They gather information through client interviews and review related documents to determine appropriate investment guidelines and risk tolerance. Clients are encouraged to contact the company with any changes to their financial circumstances or investment goals.
Assets Under Management$7.4M
Clients38
Advisors1
Avg. per Client$200K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable based on the client's individual portfolio management needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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