Afton Advisors provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance, potentially using outside managers through SEI Investments Company.
Fee Structure
Afton Advisors offers a combined financial planning and investment management service for an annual fee of $8,000, paid quarterly. This fee may be reduced if Afton Advisors does not directly manage the client's account. Clients using outside managers will pay a separate fee to the outside manager, in addition to Afton Advisors' fee.
