American Financial Advisors provides customized investment advisory services, including asset management, financial planning, and consulting. They create Investment Policy Statements based on client information to tailor services to their financial situation. American Financial manages accounts on a non-discretionary basis, requiring client agreement for allocation changes. They also offer financial planning services covering various topics, but clients may need to seek advice from other professionals.
Assets Under Management$1.3B
Clients799
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.08% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.73% |
| $5M+ | 0.58% |
Fees are negotiable and may be lower than the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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