Ahead Full Wealth Management (AFWM) provides financial planning and investment management services. AFWM offers ongoing planning (The Journey Engagement) for a fixed monthly or quarterly fee, which includes financial planning, investment management, and tax services. They also offer limited duration financial planning (The Embark Engagement) on specific topics. AFWM manages investment portfolios based on clients' individual needs and goals.
Assets Under Management$3.6M
Clients12
AdvisorsN/A
Avg. per Client$300K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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