A-Team Advisors provides financial planning and investment management services. Financial planning includes evaluating an investor's financial situation. Investment management is offered on a discretionary basis, where A-Team makes investment decisions for clients. A-Team may hire sub-advisors to manage client assets. A-Team also holds seminars and workshops to educate the public.
Assets Under Management$71M
Clients60
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management
A-Team Advisors does not charge a separate investment advisory fee for asset management. Instead, investment management is offered to clients who also have a financial planning and consulting agreement. The sub-advisors that A-Team uses charge a fee of up to 1.00% annually on all assets. This fee may be negotiable.
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