Anfield Wealth Management (“AWM”) is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Form ADV 2A & Form ADV 2B can be found by following this link: Form ADV

WHAT WE CHARGE

INVESTMENT MANAGEMENT FEE

This applies when we take on full management of a portfolio for a client.

We charge a percentage of the total portfolio value because it ensures we are all on the same side of the table.  If the portfolio goes up, we make more money, if it goes down we make less.  Here's our fee schedule:

Up to $1,000,000 Fee = 1.0%

$1,000,001-$3,000,000 Fee = 0.75%

$3,000,001 - $5,000,000 Fee = 0.50%

$5,000,001 + Fee = Negotiable.

So what does that mean? Let's say your portfolio was worth $1,500,000 on January 31st. The fee for January would be calculated like this: $1,500,000 x 0.75% = $11,250/12 = $937.50.

RETAINER FEE

This fee applies if the client would like to hire us to provide advice and guidance, but not actual management of a portfolio.

The fee for this is quite simple.  Because the client wishes to retain management of their portfolio along with the risks and reporting that comes with that, we can charge a simple fee.

The fee is $250 per month.  It can stop whenever you want, and it will be pro-rated if you end a relationship before a month end.

ONE-TIME FINANCIAL PLAN FEE

This applies if a client simply wants us to create a one-time financial plan.

The fee for this will be decided by both parties at the time they enter into the agreement.  It's tough to give an actual fee because it will be based on the complexity of the situation.  Typically though the fee will range from $500-$5,000.  Half will be paid up front, the other half is due when the plan is completed.

CONTACT ME

1965 E 6th St, Suite 713
Cleveland, Ohio 44114

330-592-3870