Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFA charges fees for wealth planning services, starting at $1,500, depending on the plan's complexity. Investment management fees are charged as a percentage of assets under management or as a fixed retainer, and are negotiable. Fees are billed quarterly in advance or arrears, or monthly in advance. SFA may also charge a fixed amount, billed in arrears or advance. Clients may terminate the agreement at any time, with a pro-rated refund of unearned fees. SFA does not state a minimum annual fee for AUM-based clients.
Areas of Practice
Advisor Information
Office location
80 Blanchard Road, Suite 201, Burlington, MA, 01803
Get directionsRegulatory History
No 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.
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Alexandria is a Wealth Advisor at Affinia Financial Group since 2019, dedicating full-time hours to wealth and financial planning. She also volunteers as Chairperson for the Department of Developmental Services and serves on the Citizen Advisory Board DDS, spending minimal time on each.