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
3211 Peoples Dr, Suite 110, Harrisonburg, VA, 22801
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
Shannon sells and services fixed insurance policies, dedicating minimal time to this activity. She is also a member of Regent Financial Wealth Management LLC, managing business expenses and income, and an investment adviser representative for Acorn Financial Services, spending nearly full-time hours providing financial services to clients.