AP
Firm Information
Compensation
N/A
Number of Advisors
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M
Fee Structure
Minimum Investment:$50K
Financial Planning:Investment management only
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
Investment Management
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Advisor Information
Office location
11962 County Road 101 Ste 305, The Villages, FL, 32162-9337
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Allstate Financial Advisors, LLC
January 2019 - Present · 7 yrs
Allstate Financial Services, LLCBroker
January 2019 - Present · 7 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2016 - December 2018 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2016 - December 2018 · 2 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.