Association Financial Services provides financial consulting on topics like education, insurance, and retirement planning. They also offer portfolio management services, creating individualized portfolios based on client objectives and risk tolerance. Association Financial Services may recommend third-party investment advisors to manage client accounts, but clients are not obligated to use them. The firm monitors these third-party advisors and acts as the client's primary financial advisor.
Assets Under Management$4M
Clients66
Advisors1
Avg. per Client$61K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Management fee is negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...