Amicus Financial Advisors, LLC

Amicus Financial Advisors, LLC is an SEC-registered investment adviser established in 2004, offering fee-based financial planning services, including comprehensive financial planning, insurance planning, tax planning, retirement planning, and asset management. The firm manages approximately $511.2 million on a discretionary basis. Clients can choose between fixed, hourly, or asset-based fees, with hourly charges at $250/hour and a maximum annual advisory fee of 1.5%. Amicus primarily manages accounts with no-load mutual funds, ETFs, REITs, individual stocks, or bonds on a discretionary or non-discretionary basis. The firm does not charge performance-based fees. Clients include individuals, high net worth individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. Amicus uses fundamental analysis, Monte Carlo analysis, asset-class allocation, and active management in its investment strategies. The firm rebalances portfolios periodically and emphasizes long-term financial objectives. Amicus does not have any disciplinary events to disclose and does not vote proxies on behalf of clients. The firm provides quarterly performance reports and urges clients to review custodial statements regularly. Amicus has no financial commitments impairing its ability to meet client obligations.