A-Team Financial Investments offers investment advisory services, managing portfolios based on client goals and risk tolerance. A-Team may select a model portfolio offered through Schwab Managed Account Marketplace. A-Team also publishes a newsletter and offers educational seminars, both free of charge. A-Team does not take custody of client funds.
Assets Under Management$45M
Clients435
Advisors2
Avg. per Client$100K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges from 1.00% to 1.50%, depending on the complexity of the assets in the client’s account and the scope of the client arrangement. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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