Advanced Financial Management offers financial planning and portfolio management services. Financial planning includes comprehensive planning, financial consulting, and ongoing financial planning. Portfolio management uses sub-advisors and customized portfolios based on client objectives, timeframe, and risk tolerance. Advanced Financial Management monitors the sub-advisors to ensure adherence to their investment style and philosophy.
Assets Under Management$17M
Clients58
Advisors1
Avg. per Client$290K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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