Afrasiab Wealth Solutions offers customized investment management solutions, working with clients to identify their goals, risk tolerance, and financial situation. AWS constructs portfolios using low-cost, diversified mutual funds, exchange-traded funds, individual stocks, and bonds. The firm primarily employs a long-term investment strategy, but may make adjustments based on market conditions or client needs. AWS acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith.
Fee Structure
Afrasiab Wealth Solutions' investment management fees range from 1.00% to 1.75% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid in advance each month, based on the market value of assets at the end of the prior month. Fees may be negotiable at the advisor's discretion.