AFS Wealth Management offers portfolio management services on a discretionary basis, creating individualized portfolios based on client objectives, risk tolerance, and time frame. AFS also assists clients in building portfolios using model portfolios provided by select sub-advisers, including Eaglebrook Advisors for cryptocurrency investments. Clients can impose reasonable restrictions on their accounts. AFS does not participate in wrap fee programs but may recommend third-party investment managers that do.
Assets Under Management$110M
Clients167
Advisors2
Avg. per Client$640K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.15% |
Management fee is negotiable. Some sub-adviser fees are separate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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