Affluence Investing provides investment management and financial planning services to individuals and high-net-worth individuals. The firm develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Tax preparation services are also included.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.useaffluence.com ·www.linkedin.com/company/affluenceinvesting ·www.instagram.com/affluence_investing/?hl=en
Fee Structure
Minimum Investment:$2.4K
Planning is included in investment management
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
For clients with $120,000 or more of assets under management with Affluence, Investment Management is included at no additional cost. Minimum annual fee of $2,400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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