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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of AFM. Related Client accounts will be aggregated for fee application.
Fee Estimator
AFM charges an annual fee based on assets under management. The standard fee schedule is 1.00% on the first $5 million, 0.60% on amounts between $5 million and $10 million, and 0.40% on amounts exceeding $10 million. Fees are negotiable. Hourly fees for financial planning range from $150 to $900 per hour, depending on the professional providing the service. Transaction charges may also apply. A minimum of $1,000,000 under management is recommended.
Areas of Practice
Advisor Information
Office location
1800 M Street Nw, #1010-S, Washington, DC, 20036
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
Sumedha sells fixed insurance products since 2018, dedicating minimal time to this activity. She also co-owns a rental property in Gaithersburg, MD, since 2025, which takes up none of her time during business hours.