Assets Under Management
$1.1B
Number of Clients
517
Number of Advisors
10
Average Client AUM
$2.2M
AUM per Advisor
$111.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
AFM offers investment management and financial planning services tailored to individual client needs. They manage portfolios on a discretionary or non-discretionary basis. They also offer access to Commonwealth's advisory programs. Financial planning includes comprehensive or segmented plans and hourly consultations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of AFM.
1800 M Street Nw, #1010-S, Washington, DC, 20036