AAF Wealth Management offers investment management tailored to individual needs, including stocks, bonds, ETFs, and mutual funds. They review and rebalance portfolios quarterly. In limited cases, they may use third-party managers. They also offer financial planning and consulting services covering investment, retirement, estate, tax, education, and cash flow analysis. Pension consulting is available for employer plan sponsors.
Assets Under Management$730M
Clients293
Advisors6
Avg. per Client$2.5M
Avg. per Advisor$120M
www.linkedin.com/company/aaf-wealth-management ·www.aafwealthmanagement.com ·www.facebook.com/aafwealthmanagement
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 | 0.92% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.68% |
| $50M+ | 0.15% |
Fees are negotiable for accounts over $50,000,001. For clients using a Platform Manager, the total maximum annual advisory fee will not exceed 1.65% inclusive of AAF's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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