America First Investment Advisors LLC
Assets Under Management
$593.8M
Number of Clients
254
Number of Advisors
7
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$84.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
America First Investment Advisors (AFIA) manages investment portfolios for individuals and institutions, making investment decisions based on their needs. AFIA can also provide financial planning advice to help clients understand their long-term needs. AFIA invests according to client guidelines, and clients can impose restrictions on investments. AFIA primarily invests in individual stocks, fixed-income investments, and money-market funds.
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
10050 Regency Circle, Suite 515, Omaha, NE, 68114-3721