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Questions & Answers
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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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First of all, look for advisory firms that are "fee-only" and serve as client fiduciaries. Then, consider the skill set of the firm and service offerings. Additionally, the years of experience and history of the firm are important factors.
Artifex Financial Group was established in 2007 and has always been a fee-only client fiduciary. We place the interests of our clients first and make no recommendations that are contrary to that philosophy. We serve as an extension of our clients' families and act as their personal Chief Financial Officers. We incorporate tax planning and tax preparation in our advisory relationships and manage all aspects of their financial lives. We also provide business consulting as a component of the engagement for our clients who are business or professional practice owners.
Our investment solutions encompass a wide variety of tailored strategies, and we utilize our in-house portfolios as well as the best from well-known and reliable providers such as Blackrock, Goldman Sachs, Dimensional Fund Advisors, and several other firms that have passed our strict due-diligence criteria.
Our goal is to help our clients live their "One Best Financial Life."
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How We Charge For Our Services
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401k Plans
- 0.75 to 1.25 percent of investments purchased
- 0.50 to 1.25 percent of assets under management
We also offer a flat fee alternative for 401k plans.
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Financial Advisors - Asset Management
- 0.40 to 1.25 percent of assets under management
Many of our clients work with us on a flat retainer fee basis, which includes all of our services, including investment management, tax, estate planning, financial planning, and risk management.
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Financial Planning & Investment Advice
- 0.40 to 1.25 percent of assets under management
Our primary service offering is based on comprehensive financial planning services, which are provided on a flat-fee basis. We do not provide an hourly rate service.
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Retirement Planning & IRAs
- 0.40 to 1.25 percent of assets under management
Retirement planning is a core offering at Artifex Financial Group, and many of our clients are within 5-10 years of retirement. This has always been a specialty of ours.
Many of our clients work with us on a flat retainer fee basis, which includes all of our services, including investment management, tax, estate planning, financial planning, and risk management.
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