Advantage Financial Consultants (AFC) manages investment portfolios, aiming to maximize returns while minimizing risk through asset allocation. AFC determines an asset mix based on your investment timeline, needs, tax situation, and desired return rate. AFC also offers basic financial planning services and consulting services such as tax preparation and retirement planning.
Assets Under Management$5.1M
Clients23
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Minimum annual fee: $250 per year or 1.5% of your account value, whichever is less. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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