Avinash Daswani

Allstate Financial Advisors, LLC

18 Years of Experience

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Firm Information

Allstate Financial Advisors, LLC

Compensation

N/A

Number of Advisors

316 advisors

Number of Clients

280 clients

Average Client Portfolio

$293K average

Assets Under Management

$82.0M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AFA receives compensation from FIWA based on a percentage of your managed assets, up to 1.5%. Your IAR (Investment Advisory Representative) receives a portion of this fee and can negotiate a reduction. The fees are charged quarterly, in advance, based on the market value of your account. The table above shows the fee ranges for different account sizes. These fees cover investment advice and trading costs within the FMAX wrap fee program.

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Areas of Practice

Investment Management

Advisor Information

Office location

54 Sunnyside Blvd Ste H, Plainview, NY, 11803

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Regulatory History (2)

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