Access Financial Group (AFG) provides investment advisory services to businesses, mainly cemeteries and funeral homes, using fixed income. AFG also offers investment management to individuals, creating portfolios based on their risk tolerance and goals. AFG manages investments on a discretionary basis, meaning they make trades without asking first, but clients can place restrictions on investments. Securities transactions are handled by AFG as an introducing broker-dealer and cleared through Raymond James & Associates.
Fee Structure
Access Financial Group (AFG) charges a percentage of your portfolio each year. The exact percentage depends on the amount of work involved and is agreed upon in writing. The fee will not exceed between 0.40% and 2.00% of the value of your portfolio. Fees are billed quarterly.