Annapolitan Investment Group (AIG) provides financial planning services based on your financial and tax status, age, risk tolerance, and investment objectives. The firm's advice may include tax planning, estate planning, business planning, retirement planning, education planning, budgeting, cash flow, and investment analysis. AIG tailors its advisory services to your individual needs, gathering information through in-person interviews and data-gathering worksheets to determine your risk tolerance.
Assets Under ManagementN/A
Clients1
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered on both a fixed fee and an hourly fee basis.
- The hourly fee is $150 per hour.
- The fixed fee is $250.
One-Time Plan:$250
Hourly Rate:$150/hr
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