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Brandon Klemm

5 Years of Experience
Farmington Hills, MI

Brandon Klemm is a registered investment advisor at Afs Wealth Management, LLC, based in Farmington Hills, MI, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 167 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
167 clients
Average Client Portfolio
$645K average
Assets Under Management
$107.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.55%
$500K - $1.0M1.35%
$1M+1.15%

Management fee is negotiable. Some sub-adviser fees are separate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

22029 Farmington Rd, Farmington Hills, MI, 48336

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Afs Wealth Management, LLC
March 2020 - Present · 6 yrs 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.