AFP Group, LLC offers financial planning and investment consultation services, including cash flow and budgeting, education funding, retirement planning, risk management, estate planning, and tax planning. They also provide ongoing investment supervision. The firm acts as a fiduciary, prioritizing clients' best interests. They work with individuals, families, trusts, estates, foundations, charitable organizations, and businesses.
Assets Under Management$5.1M
Clients5
Advisors1
Avg. per Client$1M
Avg. per Advisor$5.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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