Amherst Financial Group offers investment management and financial planning services. They manage assets on a discretionary or non-discretionary basis. Investment strategies are tailored to client objectives and risk tolerance. Financial planning is available as part of asset management or separately for a fee. They also offer hourly consulting services.
Assets Under Management$35M
Clients147
Advisors3
Avg. per Client$240K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Amherst Financial Group charges a percentage of your portfolio each quarter for investment management services. The annual fee ranges from 0.75% to 1.25% depending on the scope and complexity of the services. Fees are negotiable. They can also select other investment advisors for clients through Third-Party Asset Management Programs (TAMP).
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