Amicus Financial Advisors provides comprehensive financial planning and investment advice to individuals, families, and organizations. Amicus helps clients with cash flow management, retirement planning, insurance planning, tax planning, and estate planning. Amicus develops personalized investment policy statements to guide investment decisions.
Assets Under Management$510M
Clients696
Advisors19
Avg. per Client$730K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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