Advanced Financial Strategists offers investment management services to individuals, corporations, business entities, and estates. Services include analyzing existing assets, suggesting changes in asset allocation, rebalancing assets, and selecting specific investments like stocks, ETFs, fixed income, and mutual funds. The firm tailors its services to individual client needs and investment objectives, reviewing portfolios regularly and meeting with clients annually.
Assets Under Management$57M
Clients49
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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