Alders Financial Solutions (AFS) offers financial planning services to help clients achieve their business, estate, and retirement goals. AFS gathers information about your financial situation, including securities, insurance, real estate, and potential inheritance, to evaluate your current position and make recommendations. AFS does not make recommendations on specific securities but can recommend types of investments within specific asset classes. AFS can also hold complimentary informational seminars, for its clients and prospective clients, geared towards retirement and investment needs.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered at a fixed fee ranging from $3,500 to $30,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Services may also be charged on an hourly basis at a rate of $350 - $375 per hour.
One-Time Plan:$3,500 - $30,000
Hourly Rate:$350 - $375/hr
Loading...