Applied Financial Wisdom provides advice on financial wellness, comprehensive financial planning, and investment management. AFW creates tailored investment strategies based on individual client needs, goals, and risk tolerance. Financial planning services cover investment, retirement, estate, tax, education, and insurance planning. AFW may use third-party money managers.
Assets Under Management$130M
Clients151
Advisors1
Avg. per Client$860K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Applied Financial Wisdom charges a percentage of your portfolio's value each year for investment management services. This fee is collected quarterly in advance and is negotiable. The specific fee depends on your individual circumstances. Clients will pay higher fees for securities purchased on margin transactions.
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