American Financial Advisors, Inc. manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, and retirement plans. The firm focuses on passive investment strategies, utilizing no-load mutual funds, index funds, and exchange-traded funds to build diversified portfolios tailored to each client's specific risk tolerance and goals. American Financial Advisors creates custom Investment Policy Statements for clients and provides ongoing portfolio monitoring and periodic rebalancing. In addition to investment management, the firm offers financial planning services covering retirement, estate, education, and insurance considerations, as well as educational programs for retirement plan participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.08% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.73% |
| $5M+ | 0.58% |
Fees are negotiable and accounts are aggregated by household.