VALIC Financial Advisors (VFA) provides financial planning and consulting services through its investment advisor representatives (IARs). These services include creating a financial plan or providing consulting services to help you achieve your financial goals. VFA offers both one-time plans and ongoing subscription plans with periodic updates. VFA also offers wrap fee programs, but those are covered in separate brochures. VFA is also a broker-dealer, but those services are separate from the advisory relationship.
Assets Under Management$26B
Clients293,993
Advisors1,277
Avg. per Client$90K
Avg. per Advisor$21M
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location
1,277 Advisors at this firm
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