American Financial Management, LTD. provides discretionary asset management, mutual fund and variable annuity conversion management, participant account management, and financial planning services. The firm also offers advisory services to qualified retirement plans. Investment strategies are tailored to individual client goals, time horizons, and risk tolerance. Financial planning covers comprehensive areas such as net worth statements, cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation. American Financial Management tailors its services to client-imposed restrictions and works with individual clients as well as retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee will not exceed 2.0% and is negotiable based on criteria such as portfolio size, asset types, and historical relationship.