Alex Foster is a registered investment advisor at Af Capital Management, LLC, based in Marietta, GA, with 16 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AF Capital Management offers several investment management plans with varying levels of activity and fees. The fees are based on the value of your portfolio and range from 0.50% to 2.00% annually, depending on the plan you choose and the amount you invest. Each plan has a minimum annual fee, ranging from $240 to $1,000.
Here's a breakdown of the plans:
- Plan A (Passive Asset Allocation): 1.25% on the first $500,000 (but no less than $240), 0.90% on $500,000-$1,000,000, and 0.50% over $1,000,000.
- Plan B (Moderately Passive Asset Allocation): 1.50% on the first $500,000 (but no less than $500), 1.25% on $500,000-$1,000,000, 1.00% on $1,000,000-$5,000,000, and 0.75% over $5,000,000.
- Plan C (Moderately Active Asset Allocation): 1.75% on the first $500,000 (but no less than $750), 1.50% on $500,000-$1,000,000, 1.00% on $1,000,000-$5,000,000, and 0.75% over $5,000,000.
- Plan D (Active Asset Allocation): 2.00% on the first $1,000,000 (but no less than $1,000), 1.75% on $1,000,000-$2,000,000, 1.50% on $2,000,000-$5,000,000, and 1.00% over $5,000,000.
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex is the editor and publisher of MyTradersJournal.com, a blog about personal option trades, since 2008. This takes about 10-20% of Alex's time.
Employment History
Current Registrations
Af Capital Management, LLC
State Registrations1 state
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