The AmeriFlex Group provides investment advice and financial planning services tailored to each client's unique investor profile. Services are delivered through a network of advisory affiliates. Clients can choose discretionary or non-discretionary management. AmeriFlex offers access to Cambridge's WealthPort wrap programs and third-party money managers. They also provide financial planning and consulting services on an annual or one-time basis.
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.