• Investment policy statement preparation
• Asset allocation and portfolio design recommendations
• Selection of investments
• Monitoring of investment performance

AFCG will generally offer advice on any client investments or holdings with which it has experience and expertise.

Fee Schedule

Our fee for Financial Consulting services is charged in one of two ways:

1. As a fixed fee, typically ranging from $750 to $5,000, depending upon the nature and complexity of each client's circumstances.  50% of this fee may be due upon signing of the consulting services agreement with the balance due upon presentation of recommendations to the client.

2. On an hourly basis, billed at $200 per hour.  An estimate for total hours will be determined at the start of the consulting relationship.  50% of the estimated fee may be due upon signing the consulting services agreement with the balance (based on actual hours) due upon presentation of the recommendations to the client.

Please contact us to learn more about our Financial Consulting services.