Awaken Financial Designs provides financial planning and asset management services. Financial planning includes a full financial plan or consultation services on individual topics. Ongoing financial planning offers continuous support and services. Asset management is offered to clients who also engage AFD for ongoing financial planning services. AFD participates in Altruist LLC’s Model Marketplace.
Fee Structure
Awaken Financial Designs offers asset management services to clients who also engage them for ongoing financial planning. There are no additional fees charged by Awaken Financial Designs for asset management services. However, Altruist LLC charges an annual fee between 0.0% and 1.0% for the use of models, which is passed through to clients. This fee is billed monthly in arrears based on the average daily balance of the account.