Artifex Advisory Group offers investment management and financial planning services. They manage investment portfolios based on individual client goals and risk tolerance. They also provide financial planning services, including tax, legacy, and educational planning, for a fee. Artifex also sells annuities and insurance products for commissions. Clients are not obligated to act on recommendations or purchase products through Artifex.
Assets Under Management$9.2M
Clients34
Advisors1
Avg. per Client$270K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The fee schedule is a blended schedule. Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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