Autumn Financial Advisors (AFA) offers comprehensive financial planning and investment management. Financial planning covers retirement, risk management, tax, college savings, debt management, and estate planning. Investment management involves creating tailored portfolios based on client goals and risk tolerance. AFA may also offer project-based financial planning or standalone investment management at their discretion.
Assets Under Management$17M
Clients31
Advisors2
Avg. per Client$540K
Avg. per Advisor$8.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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