Antonelli Financial Advisors, LLC (AFA) provides investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. AFA creates customized financial plans and investment strategies based on client's financial needs, objectives, and risk tolerance. AFA requires discretionary authority to manage client accounts.
Assets Under Management$230M
Clients193
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable (higher or lower), based on unusual circumstances, pre-existing relationships, or complexity of planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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