Aladino Financial Services (AFS) offers financial planning and consulting services to individuals, families, and businesses. AFS gathers information about clients' financial situations and goals, then provides recommendations. AFS also refers clients to third-party investment managers (TPAs) to manage their investments. AFS does not manage client assets directly.
Fee Structure
Aladino Financial Services does not directly manage investments. Instead, they recommend third-party investment managers (TPAs). These TPAs charge fees based on a percentage of the assets they manage. Aladino Financial Services receives a portion of these fees as a referral fee, which can be up to 75% of the investment management fee received by the TPA. The exact fee will be disclosed in a separate document.