Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management fees and minimum account sizes are subject to negotiation, but will not exceed 2.50% of assets under management. Fees are calculated and paid quarterly in arrears or in advance. The fixed rate for creating financial plans is $1,500, with significant plan updates costing $750. These fees are also negotiable. Clients may be billed directly or authorize AFM to deduct fees from their accounts.
Areas of Practice
Advisor Information
Office location
501 Fairmount Ave, Suite 203, Towson, MD, 21286
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
Howard is a registered investment advisor with American Financial Management Ltd. and spends a few hours per week advising clients. He is also an author and speaker, and a licensed insurance agent recommending life insurance and annuities, dedicating about 10-20% of his time to each of these activities.