Artisan Financial Planning (AFP) manages investments and provides financial planning services. AFP offers ongoing and project-based financial planning covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. AFP also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$28M
Clients29
Advisors1
Avg. per Client$980K
Avg. per Advisor$28M
www.linkedin.com/company/artisan-financial-plan... ·www.artisanfinancialplanning.com ·www.facebook.com/brianroodfinancialplanner
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.45% |
| $5M+ | Included |
Fees are negotiable at any level depending on the specific circumstances. Schedule is for Employee Benefit Plan Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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