AFL Advisory Group offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. AFL creates an investment policy statement for each client. AFL generally invests in mutual funds, equities, fixed income securities, ETFs, and real estate funds. AFL may request authority to make trades without asking first.
Assets Under Management$32M
Clients65
Advisors1
Avg. per Client$490K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.20% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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