AFCG provides full-time, discretionary investment management services to a wide range of clients including individuals, families, small business owners, trusts, retirement accounts (IRAs, Roth IRAs, SEP-IRAs, etc.), and employer-sponsored qualified retirement plans (profit-sharing).
We help clients plan and invest for a variety of needs and life stages including:
• Accumulation / Capital Appreciation
• Transition / Retirement
• Distribution / Income
• Legacy / Intergenerational Transfer
Our investment management agreement provides AFCG with a limited power of attorney to buy/sell securities on our clients' behalf in accordance with their pre-determined investment objectives and deduct our annual fee on a quarterly basis.
Client accounts are custodied with the institutional wealth services platform of a major discount brokerage firm. Clients retain access to and control over their accounts at all times. Periodic brokerage account statements and trade confirmations are sent directly to clients by the custodian.
Clients also receive secure 24-hour online access through the custodian's web site to view their brokerage accounts with real-time portfolio data. Clients can download historical account statements and important tax documents directly from the custodian.
Fee Schedule
Our annual asset management fee is billed quarterly in advance at the beginning of each calendar quarter based upon the market value of the client's account at the end of the previous quarter. New accounts established within a quarter are billed in advance on a pro-rata basis. Annual Fee Household Assets Under Management
1.00% on the first $999,999
0.75% on the next $4,000,000 (up to and including $4,999,999)
0.50% on the amount over $4,999,999