American Financial Management (AFM) offers investment management and financial planning services. AFM manages investments on a discretionary basis, meaning they make trades without asking you first. They use a third-party platform called Pontera to manage held-away assets such as defined contribution plan participant accounts. AFM also offers financial planning services, including full financial plans covering various aspects of your financial life.
Assets Under Management$32M
Clients124
Advisors2
Avg. per Client$250K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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