American Financial & Tax Strategies offers financial planning, consulting, and investment management. Financial planning includes retirement, insurance, business, education, wealth transfer, investments, tax, and cash flow needs. Investment management involves allocating assets among exchange-traded funds and mutual funds, and in limited cases, individual bonds and stocks. The firm tailors its services to individual client needs and objectives.
Fee Structure
American Financial & Tax Strategies provides investment management services for an annual fee based on a percentage of the value of your investments. The fee may include financial planning services. The annual fee does not include brokerage commissions or transaction fees. The fee is calculated quarterly, based on the average month-end or daily market value of your investments in the prior three months.
The minimum quarterly fee is $2,500 for standard accounts and $5,000 for Trusts and Estates accounts where the firm's president serves as Power of Attorney.