Assets Under Management
$1.1B
Number of Clients
1,115
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$104.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Affiance Financial provides discretionary and non-discretionary investment management, financial planning through The Affiance Advantage program, and retirement plan services. They customize services to meet client needs and monitor accounts continuously, formally reviewing them at least annually.
| Assets Under Management | 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% |
Associated Persons can negotiate fees within the disclosed range.
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426