Artesa Financial Group (AFG) offers wealth management services, including asset/liability planning, investment advice, asset allocation strategies, and portfolio construction recommendations. AFG uses a risk-first methodology to understand clients' needs and provide tailored solutions. AFG manages client assets primarily in mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities. They also provide advice on REITs, MLPs, variable life/annuity products, employer-sponsored retirement plans, and 529 plans.
Fee Structure
Artesa Financial Group's investment management fee is based on a percentage of the market value of your investments. The annual fee varies between 0.25% and 2.00%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction costs.