Affluence Advisory provides ongoing investment advice based on each client's individual needs and circumstances. The firm starts by discussing the client's financial situation, investment goals, risk tolerance, and time horizon. Affluence Advisory then creates a tailored investment plan and manages the client's portfolio, primarily using passively managed, no-load funds and ETFs. The firm communicates with clients regularly and relies on them to promptly report any changes in their financial situation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Advisory fees are negotiable solely at the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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