Affiance Financial provides investment management (both discretionary and non-discretionary), financial planning through 'The Affiance Advantage' program, and retirement plan services to employer-sponsored plans and their participants. Financial planning covers areas like cash flow, insurance, investments, taxes, retirement, college, estate, and business consulting. Affiance Financial customizes its services to meet individual client needs.
Assets Under Management$1.4B
Clients1,183
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$110M
www.affiancefinancial.com ·www.linkedin.com/company/affiance-financial ·www.facebook.com/affiancefinancial
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. With respect to assets held in 529 plans we charge a management fee of up to 0.50 percent.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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