Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFG charges an annual investment management fee based on a percentage of assets under management, ranging from 0.25% to 2.00%. This fee is charged quarterly, in advance. The firm may negotiate a lesser management fee based on certain criteria. Clients also incur brokerage commissions and other transaction costs charged by financial institutions. The firm does not impose a stated minimum fee or minimum portfolio value.
Areas of Practice
Advisor Information
Office location
Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304
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
Christy is associated with Asset Guardian, LLC as an insurance agent and in employee administration since 2013. This takes a few hours per week, with minimal time spent during market hours.