AFG Fiduciary Services offers wealth management and financial planning services tailored to each client's unique needs. AFG provides investment management using mutual funds, ETFs, individual stocks, and bonds. AFG also offers financial planning services covering investment planning, retirement planning, education savings, and insurance needs. AFG acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$170M
Clients159
Advisors3
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
AFG Fiduciary Services charges a percentage of your portfolio each year for wealth management services. The exact percentage ranges from 0.50% to 1.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with AFG. This fee includes typical transaction costs.
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