AB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M
Fee Structure
Minimum Investment:$1K
Financial Planning:Included in AUM fee
Financial Plan Fee:$48 - $7,500
IFA charges fees based on a percentage of assets managed. The 'Invest With Trust' service has different fee schedules for non-403b and 403b accounts, with rates varying based on account size. The 'Legacy Service' has its own fee schedule. There are also account service fees charged quarterly. Financial planning fees range from $48 to $7,500, depending on complexity and scope. Fees are negotiable for the 'Invest With Trust' service but not for the 'Legacy Service'.
Areas of Practice
Retirement PlanningEducation PlanningInsurance Planning
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Advisor Information
Office location
50 Sullivan Street, Suite C, Warrenton, VA, 20186
Get directionsRegulatory History (1)
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Criminal
February 2011Final Disposition
Other Business ActivitiesSells Insurance
April is a partner at Beach, Blake, & Assoc Financial Services, LLC since 2011, where she sells insurance, and an IAR at Interactive Financial Advisors RIA since 2012. These activities take nearly full-time hours combined.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
September 2018 - Present · 7 yrs 4 mos
Interactive Financial Advisors
December 2012 - Present · 13 yrs 1 mo
State Registrations8 states
FLGAMSNCPASCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.