Artesa Financial Group
Assets Under Management
$110.5M
Number of Clients
338
Number of Advisors
2
Average Client AUM
$327K
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
About This Firm
Artesa Financial Group (AFG) offers wealth management services, including asset/liability planning, investment advice, asset allocation strategies, and portfolio construction recommendations. AFG utilizes a risk-first methodology and independent structure to understand clients' financial circumstances and provide tailored solutions. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. AFG also provides advice on variable life/annuity products and employer-sponsored retirement plans.
Fee Structure
AFG charges an annual investment management fee based on a percentage of assets under management, ranging from 0.25% to 2.00%. This fee is charged quarterly, in advance. The firm may negotiate a lesser management fee based on certain criteria. Clients also incur brokerage commissions and other transaction costs charged by financial institutions. The firm does not impose a stated minimum fee or minimum portfolio value.
Areas of Practice
Location
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304