America First Investment Advisors (AFIA) manages investment portfolios for individuals and institutions, making investment decisions based on their needs. AFIA also provides financial planning advice to help clients understand their long-term needs for retirement and other life events. AFIA invests in stocks, fixed-income investments (typically through exchange-traded funds), and money-market funds, allocating assets based on client objectives.
Assets Under Management$590M
Clients254
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$85M
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 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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