AFG charges asset-based fees for investment advisory services. These fees will not exceed between 0.40% and 2.00% of the portfolio value. The specific fee is agreed upon in writing with the client and depends on the anticipated work/service provided. Fees are billed quarterly in arrears. There is no stated minimum annual fee or minimum investment amount.
118 North Clinton Street, Suite 150, Chicago, IL, 60661
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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 →Christopher is an outside director on the board of directors for ELCO Mutual Life and Annuity, dedicating a few hours per week to strategic planning and overview. He is also a licensed insurance agent and owner of Three Seas Holding, Inc., 2 Seas LLC, and Sylvie Wanders, LLC, but spends minimal time on these activities.