American Financial Planning (AFP) provides financial planning and investment management services. Financial planning covers assets, liabilities, employee benefits, risk management, cash flow, credit management, investments, retirement, college, and estate planning. AFP also offers pension consulting services to business owners. Services are tailored to the client's needs.
Assets Under Management$20M
Clients81
Advisors3
Avg. per Client$250K
Avg. per Advisor$6.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...