Advanced Financial Services manages investment portfolios for clients based on their individual financial goals. This typically involves creating a financial plan based on information provided by the client, covering assets, liabilities, insurance, savings, and investments. The firm considers the client's risk tolerance and time horizon when creating and managing portfolios. They also use sub-advisory services from third-party investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.18% |
| $250K - $500K | 2.09% |
| $500K - $2.0M | 2.05% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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