Alitus Financial Services (AFS) offers investment advice and manages portfolios for individuals, trusts, estates, and businesses. AFS works with a money manager, CPS Investment Advisors, to develop investment policies and manage portfolios based on client goals. AFS also provides financial planning services covering income tax, cash flow, estate, business, education, and insurance planning. Seminars and workshops are offered to educate people on financial independence.
Assets Under Management$4.8M
Clients7
Advisors1
Avg. per Client$690K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee assessed is divided between AFS and the money manager, CPS. As AFS firm AUM increases, AFS will progressively earn more of the fee. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...