Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFG charges an annual investment management fee based on a percentage of assets under management, ranging from 0.25% to 2.00%. This fee is charged quarterly, in advance. The firm may negotiate a lesser management fee based on certain criteria. Clients also incur brokerage commissions and other transaction costs charged by financial institutions. The firm does not impose a stated minimum fee or minimum portfolio value.
Areas of Practice
Advisor Information
Office location
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304
Get directionsRegulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Frank is the President, Treasurer, and Insurance Agent for Asset Guardian, LLC, a licensed insurance agency, spending a few hours per week on this. He also holds leadership positions in FBCAN Enterprise, Inc., 7C Land and Cattle Co, LLC, and Artesa Consulting, LLC, dedicating minimal time to these roles.