Anchored Financial Planning (AFP) provides investment advice and financial planning services. This includes reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. AFP also offers financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. AFP provides these services through its Investment Advisory Representatives to accounts opened with AFP.
Assets Under Management$180M
Clients500
Advisors2
Avg. per Client$370K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable. Consulting services are included in asset management fees, except in unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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