Advantage Financial Services, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Advantage Financial Services (AFS) provides investment advice to individuals, trusts, estates, corporations, and business entities. AFS offers separately managed accounts where advice is tailored to specific client needs and restrictions. AFS is responsible for managing client investments, including selecting securities and making purchase and sale decisions. AFS also assists clients with opening asset allocation accounts, such as retirement accounts, where clients self-direct their investments. John J. Stefanich, Jr., is the sole owner and investment advisor representative of AFS and is also a Certified Public Accountant providing separate accounting and tax services.

Assets Under Management$11M
Clients49
Advisors1
Avg. per Client$230K
Avg. per Advisor$11M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1M+0.75%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm