Applied Finance Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Applied Finance Capital Management (AFCM) offers investment management, modeling, and research to Unified Management Accounts (UMAs), other investment advisors, trusts, and financial institutions. AFCM provides portfolio modeling and research to UMA and Non-Discretionary Asset Management Account (NDMA) clients. AFCM also provides direct account management to individual clients through SMA platforms and referring advisors. AFCM does not provide direct retail advisory services.

Assets Under Management$4.9B

Clients20

AdvisorsN/A

Avg. per Client$240M

Avg. per AdvisorN/A

appliedfinance.com ·twitter.com/@appliedfinance ·linkedin.com/appliedfinancecapital management

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

AFCM provides investment management services to individual clients through SMA platforms. Investment advisory fees are negotiated on a case-by-case basis.

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Location

0 Advisors at this firm

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