Though a typical financial plan includes advice and analysis on a client's current investments, Amity Financial Achievements also provides portfolio management for clients who want AFA to manage their assets directly.
All investment management relationships start with determining risk tolerance and developing an allocation strategy. Once the plan is established, the client's dollars are invested accordingly.
Assets Under Management
We use the following tiered fee schedule:
|Total Assets Under Management||Annual Fee|
$0 to $500,000
|$500,001 to $1,000,000||0.55%|
|$1,000,001 to $2,000,000||0.40%|
$2,000,001 to $9,999,999