Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.
Areas of Practice
Advisor Information
Office location
1600 Parkdale Road, Suite 201, Rochester, MI, 48307
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles owns 100% of CPR Investments Inc. and dedicates nearly full-time hours to investment advisory services. He is also an insurance sales agent for CPR Financial Group LLC, spending minimal time selling various insurance products. Charles is also a Township Trustee, dedicating minimal time to this activity.