AFS Wealth Management, LLC

Overview

AFS Wealth Management, LLC is a privately held advisory firm organized as an LLC and owned by an individual. It serves both individuals and families as well as institutional clients and operates as a capital allocator that outsources some manager selection. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses plus the selection of other advisers among its core advisory services. It is not identified as an active ESG investor, does not describe itself as a multistate adviser, and does not advertise pension consulting or related-adviser services. Industry relationships include connections with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives