Menu
Advisor Financial Services, Inc.
Chatham, New York
Advisor Financial Services, Inc. is a reputable investment advisory firm headquartered in Chatham, NY, with two office locations. With a total of three dedicated employees, including one investment advisor, they offer comprehensive financial services to a diverse clientele. Drawing from their extensive industry expertise, Advisor Financial Services manages an impressive average of $35,000,000 in assets under management per investment advisor.
Their compensation structure encompasses various types of fees, including a percentage based on assets under management, hourly charges, and fixed fees. Notably, nearly half of their assets ...see more
Assets Under Mgmt
$35M
Investment Professionals
1
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Other Business Activities
- Accountant or accounting firm
Reviews for Advisor Financial Services, Inc.
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.