Acts Financial Advisors (AFA) offers one-time and ongoing financial planning, investment management, business planning, and real estate analysis. Financial planning covers retirement, risk management, cash flow, debt management, work benefits, and estate planning. Investment management involves creating tailored portfolios based on client goals. AFA also provides business planning and consulting services, as well as real estate analysis services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are negotiable based on certain factors, e.g., personal relationships, net worth, income. The annual advisory fee is subject to a $10,800 minimum (and an $900 monthly minimum) per client, which is inclusive of comprehensive financial planning and investment management fees. Annual investment management fees will not exceed more than 1.00% of the client’s total AUM as a result.