Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
4837 Carolina Beach Rd Ste 101, Wilmington, NC, 28412-2369
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
Ann-Marie owns ALC Holdings, LLC, an agency location, dedicating minimal time. She also services existing insurance accounts through Cooper, McNeill & Associates, LLC, and produces appointment books for the automotive industry, both requiring minimal time.