Angeles Family Office (AFO) provides financial planning, consulting, and investment management services. AFO works with individuals, trusts, estates, philanthropic organizations, corporations, and pension/profit-sharing plans. AFO allocates client assets among various investments, including mutual funds, ETFs, individual securities, and alternative investments. AFO also provides consulting services to qualified employee benefit plans.
Fee Structure
AFO offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.25% and 1.00%. Alternatively, AFO may charge a fixed fee for investment management services. The fees are individually negotiated and depend on the size and composition of the client's portfolio, the type and amount of services rendered, and the individuals providing the services. AFO also offers investment management services to certain qualified clients for a performance-based fee in addition to an annual fee based upon assets under management.