Advisor Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,958,021
Total clients
219
9% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
219
Average account size
$255,516
Client services
Fee options
Financial planning minimum fee $1,500 (may be reduced or waived). Project fees may apply for specific services.
$100 - $250,000: 1.0% (General Asset Management) $250,001 - $500,000: 0.85% (General Asset Management) $500,001 - $1,000,000: 0.70% (General Asset Management) $1,000,001+: 0.5% (General Asset Management) $100 - $250,000: 1.5% (Equity Asset Management) $250,001 - $500,000: 1.25% (Equity Asset Management) $500,001 - $1,000,000: 1.0% (Equity Asset Management) $1,000,001+: 0.75% (Equity Asset Management)
Up to $325 per hour for financial planning and short-term engagements.
Account minimum: $20,000 Minimum fee: $100 minimum annual fee Fee-only: Minimum fee of $100/year for asset management. Financial planning minimum fee $1,500 (may be reduced or waived). Hourly fees for planning and short-term engagements up to $325/hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Advisor Financial Services, Inc.
1 Taconic Pl
Chatham NY 12037, United States
Number of offices
2
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