Afzali Investments provides investment advice and management to separately managed accounts based on client objectives. They advise on equity stocks, ETFs, mutual funds, derivatives, and cash equivalents. Afzali does not maintain custody of client funds, which are held at a brokerage firm or bank custodian. Investment advice is customizable based on client information.
Assets Under Management$7.8M
Clients9
Advisors1
Avg. per Client$870K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Afzali Investments charges an annual management fee for investment management services, ranging from 1.5% to 2% of your portfolio. The fee is determined by factors such as the amount of assets managed, account composition, and the complexity of the engagement. Fees are assessed quarterly, in arrears. Fees may be negotiable. The use of margin may increase the asset-based fee.
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