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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
All fees are negotiable.