Advanced Financial Strategists INC
Assets Under Management
$57.3M
Number of Clients
49
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$57.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advanced Financial Strategists offers tailored investment management services to individuals, corporations, and estates. Services include asset analysis, allocation, rebalancing, and investment selection in equities, ETFs, fixed income, and mutual funds. They strive for annual client meetings and open communication to implement investment goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
The annual portfolio management fee is based on a percentage of your assets under management: 1.00% on the first $500,000, 0.75% on the next $500,000, and 0.50% on balances over $1,000,000. For example, a $750,000 portfolio would cost $5,625 per year. Fees are deducted quarterly in arrears from your account or billed directly. There is no minimum account size requirement.
Areas of Practice
Location
GA, United States