Advisors Financial (AFI) offers customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, foundations, endowments, charitable organizations, and other legal entities. AFI typically invests client assets in domestic and international stocks, bonds, mutual funds, and exchange-traded funds (ETFs). AFI also provides financial planning services in areas such as investment planning, retirement planning, personal savings, and education savings. AFI serves as a fiduciary to clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.84% |
This fee schedule is for mutual fund and ETF models on the AssetMark platform. Privately managed accounts have a different fee schedule: First $1M: 1.70%, Next $2M: 1.35%, Next $2M: 1.20%, Over $5M: 1.05%. AFI Managed Accounts fee is up to 1.50% annually and is negotiable.