Associated Financial Partners, Inc. offers investment advice and financial planning to individuals and other entities. They provide portfolio management tailored to client needs, including monitoring and rebalancing. Financial planning services range from broad-based to single-subject planning, resulting in a written plan to help clients achieve their financial goals. They also offer asset allocation and advisory consulting services.
Assets Under Management$24M
Clients120
Advisors1
Avg. per Client$200K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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