3A Financial Group provides financial planning and investment advisory services. Financial planning includes reviewing net worth, objectives, risk tolerance, cash flow, and taxes. Investment advisory services involve evaluating client needs and establishing an investment plan. 3AFG manages accounts on a non-discretionary basis, requiring client approval before implementing investment decisions.
Assets Under Management$17M
Clients26
Advisors1
Avg. per Client$660K
Avg. per Advisor$17M
Fee Structure
3A Financial Group's investment advisory fees range from 1% to 2% of your portfolio's value annually, depending on the complexity of your situation, number of goals, relationship size, and scope of services. Fees are paid quarterly in advance. The specific fee will be agreed upon in writing.
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