Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management fees for asset management services are negotiated between you and your financial advisor, with a minimum of 0.10% or $200 per year (whichever is greater), or $300 for UMA accounts. The maximum annual management fee is 2.00% of assets, except for annuity allocations which have a maximum of 1.50%. For the American Funds F2 platform, the fee is 0.80% on assets less than $249,999 and 0.55% on assets of $250,000 or more. AFS charges a one-time $10 setup fee and a $10 annual fee for IRAs and Coverdell ESAs.
Areas of Practice
Advisor Information
Office location
4323 Edgerton Road, North Royalton, OH, 44133
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
Ann is the owner of IGS Financial LLC, an insurance business. She spends a few hours per week selling life insurance and fixed annuities.