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.
707 Skokie Blvd Ste 600, Northbrook, IL, 60062
Get directionsAndrew is the President and a Financial Advisor at The McCausland Group, dedicating nearly full-time hours to financial planning, analysis, and advice. He also offers equity index annuities and other fixed insurance products, spending about 10-20% of his time on fixed insurance sales and a few hours per week on equity index annuities.