WC
CFP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B
Fee Structure
AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.
Areas of Practice
Investment Management
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Advisor Information
Office location
155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903
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
Ausdal Financial Partners, INC. Broker
March 2023 - Present · 2 yrs 10 mos
Nadler Financial Group, INC.
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
James T. Borello & CO. Broker
January 2019 - October 2022 · 3 yrs 9 mos
James T. Borello & CO.
January 2019 - October 2022 · 3 yrs 9 mos
Kuhn Wealth Management INC.
February 2017 - October 2018 · 1 yr 8 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.