AP Financial Contingency Group Inc. offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. AFCGC generally limits its investment advice to insurance products including annuities.
Assets Under Management$36K
Clients3
Advisors1
Avg. per Client$12K
Avg. per Advisor$36K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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