Artifex Financial Group (AFG) offers personalized wealth management and investment management services. Wealth management includes financial planning covering cash flow, investments, risk, estate, tax, education, and insurance. Investment management is offered as a standalone service or as part of wealth management. AFG also provides 401(k) retirement consulting services to plan sponsors and participants. AFG does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$280M
Clients299
Advisors5
Avg. per Client$940K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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