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
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Customer Dispute
January 2010Other Business Activities
Alvaro works as a real estate agent for Weichert Realtors Capella Estates since 2017, representing buyers of residential property. This takes about 10-20% of his time, primarily on weekends.