AFSC Advisors manages investment portfolios based on clients' individual needs and goals. AFSC also offers financial planning services covering retirement, risk management, business planning, and estate planning. AFSC works with individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Assets Under Management$32M
Clients190
Advisors1
Avg. per Client$170K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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