We hope you find our website informative and helpful in determining if AFA is a good fit with your needs. As an additional resource, we have prepared below a list of common questions we receive from prospective clients along with our answers, for your reference. This list is not meant to be exhaustive and we are always happy to discuss our service and your specific situation upon request.
- Do I need to have a minimum amount of investment assets to become a client?
No, we do not have investment asset minimums. We charge a flat annual fee based on net worth. This fee starts at $4,000 and is fixed for up to 2 years at a time. Download the