Afa Advisors LLC

AFA Advisors LLC, formerly American Fund Advisors, Inc., is a registered investment management firm established in 1973. They offer personalized private account management services using value-oriented techniques for long-term benefits. AFA provides advisory services for various investments, including Equity Securities, Debt Securities, ETFs, and Mutual Funds. Each client account is managed separately, with AFA making all investment decisions. The firm operates on a fully discretionary basis, managing portfolios based on client objectives. AFA charges annual management fees ranging from 0.75% to 1.5% of account value, payable quarterly. Clients must have a minimum initial investment of $350,000 for new portfolios. AFA does not participate in wrap fee programs and does not accept performance-based fees. The firm exercises investment discretion, selecting broker-dealers in conjunction with clients. AFA supervises its Financial Advisors to ensure adherence to client investment guidelines and internal policies. The firm does not hold or vote any securities and provides regular reports to clients for transparency. AFA Advisors LLC operates with a client-centric approach, focusing on long-term client success through personalized investment strategies.