AMFG Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. AMFG Wealth Management generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Fee Structure
AMFG Wealth Management charges a percentage of your portfolio's value each year. The specific percentage ranges from 0.12% to 1.75% depending on the amount of your assets. The final fee schedule is outlined in your Investment Policy Statement. Fees are negotiable. AMFG Wealth Management may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors.