Ausdal Financial Partners, INC.
Assets Under Management
$2.1B
Number of Clients
10,402
Number of Advisors
217
Average Client AUM
$205K
AUM per Advisor
$9.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
AFP manages assets on a discretionary and non-discretionary basis, offering a wrap fee program covering investment advisory and custodial transaction costs. They offer Advisor Managed Accounts, Separately Managed Accounts, Unified Managed Accounts, and Third Party Advisory Services. Fees and minimum account sizes are negotiable.
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
Location
5187 Utica Ridge Rd, Davenport, IA, 52807