Assets Under Management
$2.1B
Number of Clients
10,402
Number of Advisors
217
Average Client AUM
$205K
AUM per Advisor
$9.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
AFP manages assets on a discretionary and non-discretionary basis, offering a wrap fee program covering advisory services and custodial transaction costs. They offer Advisor Managed Accounts, Separately Managed Accounts, Unified Managed Accounts, and Third-Party Advisory Services. Fees are negotiable and can vary among clients.
5187 Utica Ridge Rd, Davenport, IA, 52807