Advus Financial Partners offers wealth planning and investment management services tailored to individual client needs. Wealth planning involves designing a plan to meet financial goals, considering factors like savings, assets, risk tolerance, and insurance needs. Investment management includes developing and implementing an investment strategy, supervising it, and reporting results. Advus also offers wealth management, which combines wealth planning and investment management.
Fee Structure
Advus Financial Partners offers investment management services where fees generally range from 0.10% to 1.65% of the value of your investments. The exact fee is negotiable and depends on factors like the amount of assets managed, the complexity of your financial situation, and the frequency of meetings. Fees are billed either quarterly in advance or in arrears, as stated in your contract.
