Marc Klee is a CFA-designated registered investment advisor at Afa Advisors LLC, based in Larchmont, NY, with 4 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annualized fee ranges between 1% and 1.5% for equity portfolios, and 0.75% to 1.25% for balanced accounts. Fees may be negotiable.
Fee Estimator
Location
2005 Palmer Avenue, Suite 172, Larchmont, NY, 10538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marc was a director of Inclinix until 2013.
Employment History
Current Registrations
Afa Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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