Apostolic Financial Advisors provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. Apostolic Financial Advisors creates a personalized Investment Policy Statement for each client to guide portfolio construction based on individual goals, time horizon, and risk tolerance. Investment strategies include long-term and short-term trading, short sales, margin transactions, and options writing. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit management. Apostolic Financial Advisors is managed by Brian Curtis Deane and operates out of Saddle River, New Jersey.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity.