Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
9933 West Dupont Circle Dr., Ste 100, Fort Wayne, IN, 46825
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Kurt works as an IAR for Compass Financial Advisors and is a registered representative for Ausdal Financial Partners, dedicating full-time hours to these roles. He also sells insurance products and serves on the boards of the Allen County Economic Development Commission and Concordia Lutheran High School.