Aggregate Financial Services (AFS) provides investment advice and financial planning to individuals. AFS helps clients with investment objectives, asset allocation, and written investment strategies. Financial planning services include risk assessment, investment, estate, insurance, and financial decision-making. AFS also offers portfolio management services to assist with the ongoing management of client investment accounts.
Assets Under Management$550K
Clients20
Advisors4
Avg. per Client$28K
Avg. per Advisor$140K
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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