American Financial Advisors offers investment management and financial planning services. They create investment portfolios based on your individual needs, goals, and risk tolerance. Financial planning covers areas like taxes, investments, insurance, retirement, and estate planning. They also provide general advice on tax, budgetary, estate, and business planning.
Assets Under Management$950M
Clients820
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$480M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.36% |
| $10M+ | 0.36% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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