Aspetuck Financial Management (AFM) offers portfolio selection, construction, and ongoing investment management on a discretionary basis. AFM manages client accounts based on one of four portfolio strategies: Aggressive, Moderate, Conservative, and Risk Averse. AFM also provides ancillary retirement planning services. AFM does not offer legal, insurance, or accounting advice.
Assets Under Management$180M
Clients99
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$180M
www.aspetuckfinancial.com ·www.linkedin.com/company/aspetuck-financial ·www.facebook.com/aspetuckfinancialmanagement
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.65% |
Advisory fee may also be subject to negotiation at Aspetuck’ s discretion depending upon many factors, including size of the accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...