Affiliated Financial Advisors (AFA) offers asset management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. AFA has discretionary authority to execute selected investment program transactions.
Fee Structure
Affiliated Financial Advisors charges an annual investment advisory fee based on the total assets under management. The standard fee is between 0.50% and 1.0% of the value of the assets in the account. This fee is negotiable based on various factors. Fees are billed quarterly in arrears based on the amount of assets managed at the close of business on the last business day of the previous quarter.