Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$241.6M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.00%
$250K - $500K0.88%
$500K - $1.0M0.75%
$1.0M - $2.0M0.63%
$2M+0.50%

Fee Schedule for Aggressive Growth, Growth, and Moderate Growth Portfolios

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$65 - $400/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Loading...

Advisor Information

Office location

5 Hubble, Irvine, CA, 92618

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Advanced Financial Strategies INC
May 2011 - Present · 14 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.