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Our Fees

As a Fee-only Registered Investment Advisory firm, the Antonio Financial Group only receives compensation from fees paid by clients for financial planning and asset management services. We believe that the Fee-only model provides the best level of objectivity for our clients. As such, we do not participate in any revenue sharing, referral fee based or commission based compensation. Our fees for financial planning and asset management services are listed below.

FINANCIAL PLANNING

Financial planning services are provided on a comphrehensive and modular service offering. Our rate fee for hourly planning is $200. The average fee for financial planning engagements range from $750 up to $5,500 depending the complexity and depth of the client's situation. The client choses the scope of the engagement, whether it be a limited project or comprehensive financial plan.

Asset management

The Antonio Financial Group offers asset management services as a separate independent service. Clients utilizing asset management services are charged .25% quarterly in arrears. The maximum asset management fee that would be charged to a client is 1% of Assets Under Management (AUM).

business retirement solutions

The Antonio Financial Group offers asset management services as a separate independent service. Clients utilizing asset management services are charged .25% quarterly in arrears. The maximum asset management fee that would be charged to a client is 1% of Assets Under Management (AUM).