Advanced Financial Strategies (AFS) provides financial planning, business planning, estate planning, asset management, and risk management/insurance services to individuals, families, trusts, and businesses. AFS works with highly compensated executives, affluent business owners, and high-net-worth individuals. Clients may implement AFS's recommendations through AFS or through registered representatives and insurance agents.
Assets Under Management$240M
Clients146
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
AFS charges a percentage of your portfolio each year, billed quarterly. The exact rate depends on the investment profile chosen:
Aggressive Growth, Growth, and Moderate Growth Portfolios:
- First $250,000: 1.00%
- Next $250,000: 0.875%
- Next $500,000: 0.75%
- Next $1,000,000: 0.625%
- Over $2,000,000: 0.50%
Conservative Growth Portfolio:
- First $250,000: 0.625%
- Next $250,000: 0.50%
- Over $500,000: 0.375%
Emphasis on Income Portfolio:
- First $500,000: 0.375%
- Over $500,000: 0.25%
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