Am I required to obtain a financial plan prior to engaging AFA for wealth management services?
No, you are not required to obtain a financial plan. AFA will, however, prepare an investment plan, which will be utilized to develop an investment policy statement. With this investment policy statement, AFA will have a guideline to follow in achieving your individual goals. An investment policy statement is a description of how your portfolio should be managed and identifies your target asset allocation, your risk tolerance, your time horizon and special considerations with regards to the management of your portfolio. How does AFA charge for their services? AFA is a Fee-Only advisor, which means our only revenue is derived from client fees. AFA does not receive any fees or commissions from third parties.
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