Artifex Advisory Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,920,000
Total clients
26
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$381,538
About
Artifex Advisory Group provides fee-based investment management and financial planning to individuals and high-net-worth clients, and also advises pension, profit-sharing and other employer-sponsored retirement plans. The firm supplements advisory services with public seminars and sells annuities and other insurance products for separate commissions.
Portfolios are managed on a discretionary basis with investment policy statements that document goals, time horizons and risk tolerance; the firm uses both fundamental and technical analysis and conducts quarterly account reviews (more often when market conditions warrant). For retirement plans the firm offers ERISA-plan services including development of IPS documents, participant education and, in some cases, acting as a 3(38) investment manager with responsibility for selecting and monitoring plan investment options.
Distinctive aspects include the combination of pension consulting/plan fiduciary services and a licensed insurance practice (the brochure discloses the principal spends roughly 10% of time on insurance sales), a mix that the firm identifies as a potential conflict and addresses through disclosure and client options to obtain products elsewhere. The firm bills asset-management fees as a percentage of AUM, offers financial planning on hourly or fixed-fee terms, and discloses an account minimum that it may waive at its discretion.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
Financial planning services fixed fees between $1,000 and $5,000
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Annuities and insurance products sold separately for typical commissions or fees
Financial planning services hourly fee of $200 per hour
Account minimum: $50,000 Fee-only: Hourly fee of $200 per hour or fixed fees between $1,000 and $5,000 for financial planning services
Main office location
Artifex Advisory Group, Inc.
2500 Regency Parkway
Cary NC 27518, United States
Number of offices
2
Most active in
Artifex Advisory Group, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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