An Exceptional Life Financial (AELF) is a financial planning firm offering personalized financial planning, investment management, and tax preparation services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves tailored portfolios based on client goals and risk tolerance. AELF also provides tax preparation services and employee benefit plan services.
Assets Under Management$220M
Clients406
Advisors4
Avg. per Client$540K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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