Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFP offers wrap fee programs where a single fee covers advisory services and custodial transaction costs. Fees are negotiable and assessed monthly or quarterly based on the market value of assets. The maximum annual fee is 3%. Clients may also incur brokerage, investment, and custodial expenses. Fees for third-party sponsored programs may be charged monthly or quarterly, and AFP may receive a portion of these fees.
Areas of Practice
Advisor Information
Office location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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 Activities
Victoria works as an RIA and financial planner for CFO4LIFE, LLC, dedicating nearly full-time hours to assisting advisors with client planning activities. She also works as a registered sales assistant for Ausdal Financial Partners, Inc, also dedicating nearly full-time hours to this role.