AFS Wealth Management offers investment advice tailored to individual needs, including discretionary portfolio management using model portfolios. They also provide financial consulting on topics like risk assessment and investment planning. AFS Wealth Management invests in equity securities, corporate debt securities, municipal securities, money market funds, REITs and ETFs.
Assets Under Management$31M
Clients45
Advisors1
Avg. per Client$680K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Family accounts may be combined to qualify for lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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