AAF Wealth Management, LLC offers personalized investment management, financial planning, and pension consulting services to individuals, families, businesses, and non-profit organizations. Founded in 2001 and registered as an investment advisor in 2012, the firm is owned by AAFCPAs, Inc. AAF Wealth Management builds tailored portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities. The firm reviews and rebalances client portfolios quarterly and can manage outside accounts like 401(k) plans through specialized technology platforms. In addition to managing investments, AAF Wealth Management provides comprehensive financial planning covering retirement, estate planning, tax strategies, insurance, and cash flow analysis. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.38% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.15% |
Fees are based on the account's average daily balance and billed quarterly in arrears. Fees are negotiable at the discretion of the advisor.