| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.63% |
| $2M+ | 0.50% |
Fee Schedule for Aggressive Growth, Growth, and Moderate Growth Portfolios
AFS charges hourly rates for financial, business, and estate planning: $400/hour (Pierre Ngo), $200/hour (CFP), $100/hour (Registered Paraplanners), and $65/hour (Administrative Staff). Asset management fees are based on a percentage of assets under management, with different schedules for Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Emphasis on Income portfolios (see table). AFS typically receives a service fee of up to 0.50% of the plan asset for its qualified plan consulting services.
5 Hubble, Irvine, CA, 92618
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →