Affirmative Financial Services (AFS) helps clients choose investment managers and strategies that fit their needs. AFS acts as a solicitor, connecting clients with investment managers who handle the actual portfolio management. AFS assists with explaining services, gathering financial information, and account reviews. AFS does not have discretionary authority or custody of client funds.
Assets Under Management$1.7M
Clients5
Advisors1
Avg. per Client$340K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.35% |
These fees are for Flexible Plan Investments. AFS also charges a solicitor fee of 1% annually, paid quarterly (0.25% quarterly).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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