Advocacy Financial offers financial planning, investment advice, and risk management. They help clients manage and simplify their financial lives, focusing on maximizing resources for asset accumulation, preservation, and wealth transfer. Services are customized and strive to guide clients toward optimal financial outcomes. They also offer ERISA 3(21) services to clients with employee benefit plans.
Assets Under Management$82M
Clients98
Advisors2
Avg. per Client$830K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Accounts within the same household may be combined for a reduced fee. Employee and family related accounts can be charged reduced fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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