Accessible Financial Planning LLC (AFP) provides investment management and financial planning services. AFP manages investment portfolios based on clients' individual needs and goals. They also offer ongoing comprehensive financial planning through their Individualized Financial Program (IFP), and project-based financial planning services covering various topics like retirement, college savings, and estate planning. AFP may recommend sub-advisors for portfolio management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.60% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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