AFC Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, and businesses. For investment management, AFC determines which securities to buy or sell, but gets your approval before making any trades. Financial planning covers wills, estate plans, investments, taxes, retirement, and college planning.
Assets Under Management$3.1M
Clients13
Advisors1
Avg. per Client$240K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...