AMFA provides investment advice to individuals, high net worth individuals, small businesses, pension plans, and institutional clients. AMFA invests in publicly issued securities, privately offered fund interests, digital assets, commodities, futures, and options contracts. AMFA tailors its services to each client's needs and risk appetite, communicating regularly to discuss economic trends and portfolio performance. AMFA also provides investment advice to pension plans and plan participants.
Assets Under Management$17M
Clients20
Advisors3
Avg. per Client$870K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable and subject to the investment management agreement between AMFA and the Client. AMFA may also charge a performance-based fee for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...