Advising For Life provides wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. AFL offers investment management using low-cost exchange-traded funds (ETFs) and may recommend independent managers. Financial planning services cover various areas, including asset allocation, retirement income planning, and estate planning. AFL may refer clients to attorneys or provide access to a third-party digital platform for estate planning documents.
Assets Under Management$4.7M
Clients19
Advisors1
Avg. per Client$250K
Avg. per Advisor$4.7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. AFL typically requires a minimum monthly revenue of $100 per household for ongoing wealth management services, though this can be waived at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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