Assets Under Management
$57.3M
Number of Clients
49
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$57.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advanced Financial Strategists offers tailored investment management services, including asset allocation, rebalancing, and security selection (equities, ETFs, fixed income, mutual funds). They meet with clients annually and maintain an open communication policy to understand and implement investment goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
GA, United States