Afa Advisors LLC
Assets Under Management
$3.9M
Number of Clients
Not reported
Number of Advisors
2
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
$1.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
AFA Advisors LLC provides investment advice to individuals, trusts, estates, pension and profit sharing plans, corporations, endowments and limited partnerships. AFA manages each account separately, making decisions about asset allocation, security selection, and trading. AFA does not participate in wrap fee programs and manages portfolios on a fully discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For equity portfolios, the fee ranges from 1% to 1.5% of the account value. For balanced accounts (equity and fixed income), the fee ranges from 0.75% to 1.25% of the account value. Fees may be negotiable. AFA may also charge a fixed fee ranging between $3,000 and $40,000 depending on client complexity.
Fee Estimator
Areas of Practice
Location
2005 Palmer Avenue, Suite 172, Larchmont, NY, 10538