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

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

2005 Palmer Avenue, Suite 172, Larchmont, NY, 10538

2 Advisors at this firm