Alexander Financial Planning (AFP) provides financial life planning and investment management services. AFP tailors its services to each client's needs, beginning with a free initial meeting to discuss their financial situation, values, goals, and risk tolerance. AFP offers two levels of wealth management services: Goal Driven and Cash-Flow Driven, both billed at an annual flat fee. AFP may recommend other professionals like lawyers or accountants at the client's request.
Assets Under Management$88M
Clients152
Advisors3
Avg. per Client$580K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Funds held away that are fixed, such as annuities, are billed at 0.35% of the value of the assets under management. Minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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