Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
For portfolio management, the annual fee is a percentage of assets managed. AFO generally requires fees to be prepaid on a quarterly basis and has a minimum quarterly fee of $2,500, which may be waived at the firm's discretion. Financial planning and consulting fees are fixed and range from $2,000 to $10,000, depending on the scope and complexity of services. Estate planning through ARAG Services, LLC, costs a separate fixed fee of $2,500.
Areas of Practice
Advisor Information
Office location
Chepachet, RI
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.
Learn about disclosures →