AMA Financial Advisors is a FEE ONLY financial planning firm

We offer ongoing asset management as part of comprehensive financial planning.

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Our Fees

Our annual fee is based on the amount of assets that you want us to manage, as follows:

($250/quarter minimum fee)

On the first $500,000 (1.00%)

industry median fee 1.25%*

On the next $500,000 (0.70%)

industry median fee 1.0%*

On the next $1,000,000 (0.50%)

industry median fee 0.9%*

On the next $10,000,000 (0.30%)

industry industry median fee 0.75%*

Above $12,000,000 (negotiated)

*According to the Inside Information, 2017 Planning Profession Fee Survey

We offer a Free 1-hour upfront consultation. Sign up here.

What Is A Fee Only Planner?

A Fee Only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product.

A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.

Why is Fee Only Important?

A financial planner who is selling a product and can gain from he/she recommends has a conflict of interest and cannot be objective and unbiased.

Unfortunately, the vast majority of financial advisers in the United States are sellers of financial products and receive a commission. Some or all of their income may be dependent upon their ability to steer their clients to a limited number of the financial products. Many of their clients are not aware of their advisers’ dependence on selling products or the total fees they are paying.

Financial Services