Asesoria Financiera Independiente (AFI) provides investment advice to individuals and small businesses through consultations. AFI helps clients determine their risk tolerance, investment objectives, and liquidity needs. AFI does not manage client portfolios or trade securities. Clients make all investment decisions and place orders directly with their custodian banks. AFI is a fee-only firm and does not receive commissions.
Assets Under Management$22M
Clients8
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.25% |
The minimum portfolio size is $1,000,000, which equates to an annual fee of $5,000. Clients with assets under advice below $1,000,000 may pay a higher percentage rate on their annual fees than the fees paid by Clients with greater assets under advice.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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