Affiance Financial LLC
Assets Under Management
$1.1B
Number of Clients
1,115
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$104.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Affiance Financial provides discretionary and non-discretionary investment management, financial planning through The Affiance Advantage program, and retirement plan services to employer-sponsored plans and their participants. Services are customized to meet client needs. They manage over $1.1 billion in assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Associated Persons can negotiate fees within the disclosed range.
Fee Estimator
Affiance Financial charges an asset-based fee for investment management services, billed quarterly in advance. Fees are based on the market value of assets at the end of the previous quarter. The exact fee can be negotiated within the disclosed range. Initial client engagements and financial planning services are subject to fixed fees ranging from $500 to $25,000, based on time and complexity. A minimum account size of $250,000 is generally recommended.
Areas of Practice
Location
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426