Ausdal Financial Partners, INC.
Ausdal Financial Partners (AFP) is a registered investment advisor and broker-dealer offering a range of investment advisory programs and services. These include advisor-managed accounts, separately managed accounts, unified managed accounts, third-party advisory services, retirement plan advisory, and financial planning. AFP's investment advisor representatives (IARs) tailor investment strategies to individual client needs, considering factors like risk tolerance and financial goals. AFP also offers access to third-party money managers and turnkey asset management programs.
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.