Aft, Forsyth & Sober offers investment advice tailored to clients' long-term goals. They manage portfolios on both discretionary and non-discretionary bases, using strategies like the "Line in the Sand"/Disaster Protection Strategy and the Flexible Asset Allocation Strategy. The firm does not offer financial planning services related to tax, estate, or insurance matters.
Assets Under Management$320M
Clients6
Advisors2
Avg. per Client$54M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Fees are negotiable and may be adjusted based on several factors, including the complexity of the account, investment strategy, and long-term goals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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