AF Capital Management offers investment advice and financial planning services, including investment account management and customized financial plans. They manage investments based on individual client objectives and risk tolerance. Clients can place restrictions on investments. AF Capital Management also provides retirement plan advisory services to employee qualified retirement plans.
Assets Under Management$14M
Clients26
Advisors1
Avg. per Client$520K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$240
AF Capital Management offers several investment management plans with varying levels of activity and fees. The fees are based on the value of your portfolio and range from 0.50% to 2.00% annually, depending on the plan you choose and the amount you invest. Each plan has a minimum annual fee, ranging from $240 to $1,000.
Here's a breakdown of the plans:
- Plan A (Passive Asset Allocation): 1.25% on the first $500,000 (but no less than $240), 0.90% on $500,000-$1,000,000, and 0.50% over $1,000,000.
- Plan B (Moderately Passive Asset Allocation): 1.50% on the first $500,000 (but no less than $500), 1.25% on $500,000-$1,000,000, 1.00% on $1,000,000-$5,000,000, and 0.75% over $5,000,000.
- Plan C (Moderately Active Asset Allocation): 1.75% on the first $500,000 (but no less than $750), 1.50% on $500,000-$1,000,000, 1.00% on $1,000,000-$5,000,000, and 0.75% over $5,000,000.
- Plan D (Active Asset Allocation): 2.00% on the first $1,000,000 (but no less than $1,000), 1.75% on $1,000,000-$2,000,000, 1.50% on $2,000,000-$5,000,000, and 1.00% over $5,000,000.
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