Steven Franklin Brandt
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee Estimator
AFAS charges fees for financial planning, maintenance contracts, and portfolio management. Financial planning fees range from $2,400 to $5,000,000. Hourly rates for advisors are $595-$1,095, and staff time is $155/hour (minimum 2-hour charge). Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. Additional fees may apply for brokerage services and third-party platforms like Buckingham Strategic Partners. Subadvisory services range from 0.25% to 1.50%.
Areas of Practice
Advisor Information
Office location
1521 King St, Alexandria, VA, 22314
Get directionsRegulatory History (2)
Customer Dispute
June 2018Regulatory
April 1999Other Business Activities
Steven is a partner in BW Capital, a holding company for future business purposes, but currently inactive. He is also an investment member of Path to AUM LLC, a personal closed investment partnership, dedicating minimal time to maintaining alignment with invested investment strategies.