Aries Financial Navigators (AFN) manages investment portfolios based on clients' individual needs and goals. AFN offers comprehensive financial planning, including retirement, risk management, college savings, and estate planning. AFN also provides tax preparation services. AFN may recommend third-party managers for portfolio management.
Assets Under Management$81M
Clients70
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Minimum annual fee of $2,400 for the first $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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