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.
Boynton Beach, FL
Get directionsBarry is a CPA and sole proprietor of a tax preparation business since 1989. He dedicates a few hours per week to this activity.