AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.
1301 19th Avenue, Nw, Clinton, IA, 52732
Get directionsBrad is an independent insurance agent since 2012, dedicating a few hours per week to insurance sales. He is also a board member for River Bend Educational Foundation and Fulton Country Club Mens Stag, and part owner of WPF Wealth Management.