AFT Financial Planning provides investment management and financial planning services. Investment management involves continuous advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning includes evaluating a client's current and future financial state, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning. AFT offers ongoing and project-based financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee schedule varies based on portfolio type: Model Portfolios (0.35%), Custom Portfolios (0.50%), Tax-Managed Portfolios (0.75%), Cash Management (0.10%), Legacy Portfolios (1.00%). The advisory fee is a flat fee and is negotiable.