Advanced Financial Analysis (AFA) offers personalized financial planning and investment management services to individuals. AFA helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and handle estate planning and trusts. AFA does not sell commissioned products, but the owner is an independent insurance agent offering insurance products for a fee.
Assets Under Management$5.3M
Clients11
AdvisorsN/A
Avg. per Client$480K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 0.85% |
| $2M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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