Advus Financial Partners manages investment portfolios and provides financial planning for individuals, high-net-worth clients, businesses, foundations, and retirement plans. The firm designs personalized investment strategies using a mix of active and passive managers, mutual funds, exchange-traded funds, separately managed accounts, and private investments. Advus also helps corporate retirement plan sponsors fulfill their fiduciary duties under federal retirement plan rules. The firm operates as a subsidiary of Foundation Risk Partners, an insurance brokerage and consulting company.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Investment management fees generally range from 0.10% to 1.65% of assets under management. Wealth management combining planning and investment management ranges from $0 to $25,000 plus 0.25% to 1.65% of assets. Fees are negotiable.
