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.
Arlington Heights, IL
Get directionsArthur is a self-employed insurance agent since 1997, selling life, health, disability, and fixed annuities, dedicating a few hours per week. He is also an insurance sales owner at Choices Financial Services since 1997, focusing on life, health, disability insurance, fixed annuities, dental, and vision, which takes about 10-20% of his time.