Artifex Financial Group operates as a fee-only financial planning and investment management firm serving individuals, families, and businesses. Artifex Financial Group integrates comprehensive financial planning into its wealth management services, covering cash flow, investment policy development, risk management, estate planning, tax planning, education funding, and insurance reviews. Clients can also choose standalone investment management or project-based services. Portfolios are globally diversified, typically utilizing exchange-traded funds and mutual funds through discount brokerage platforms, managed primarily on a discretionary basis. Artifex Financial Group does not sell commissioned products or accept commissions, focusing instead on objective advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees apply to standalone investment management services. Artifex Financial Group also offers wealth management services based on net worth.