A5 Financial offers investment management through stocks, bonds, mutual funds, and exchange-traded funds. They may also use sub-advisors. Financial planning services include full financial plans and consulting on individual topics like retirement, taxes, and estate planning. A5 Financial also holds educational seminars and workshops.
Fee Structure
A5 Financial offers investment management services with fees based on the amount of your portfolio. The annual fee is 1%. A5 Financial may also use sub-advisors, but the total annual fee will not exceed 1%.
A5 Financial also offers investment management through Orion Portfolio Solutions (OPS). The annual fee for A5 Financial ranges from 0.05% to 0.17% depending on the amount of your portfolio. OPS also charges additional fees for administration, strategist models, and fixed income strategies.