The Art of Finance (TAF) manages investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. TAF uses third-party money managers and primarily employs passive investment strategies using index mutual funds or exchange-traded funds. TAF works with individuals and high net worth individuals.
Assets Under Management$33M
Clients155
Advisors2
Avg. per Client$210K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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