Amor Fati Financial Services offers investment management tailored to clients' goals and risk tolerance. AFS also provides financial planning services on an ongoing or hourly basis, covering areas like retirement, education, and estate planning. AFS also provides non-discretionary investment consulting services to retirement plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are adjusted for inflation every three years based on the Consumer Price Index.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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