Athletes Financial Advisers (AFA) manages investment portfolios for individuals, trusts, and businesses. AFA works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. AFA primarily recommends portfolios of passively managed mutual funds and exchange-traded funds, often using securities from Dimensional Fund Advisors (DFA). AFA also provides financial planning services, including tax and cash flow planning, retirement planning, and investment analysis. AFA may also recommend fixed income portfolios managed by a third party.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.