BF
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
3250 Lacey Road, Suite 130, Downers Grove, IL, 60515
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.
December 2024 - Present · 1 yr 1 mo
Ausdal Financial Partners, INC. Broker
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.