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Mutual Fund Architect
Reps as Managers
Separately Managed Accounts
"Having
AFS Brokerage working in the background making sure my business is in
compliance has always provided me with a great sense of comfort. It has
allowed me to put more time into growing my business and becoming more
profitable. I can always count on getting quick and accurate responses
from Terry, Marcia and Rene."
Luke M. Hesprich, Registered
Representative, AFS Brokerage, Inc.
Located at and serving: Hartford Savings Bank
Hartford, Wisconsin
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Investment Advisors
AFSB offers a comprehensive fee-based platform including:
- AFS Mutual Fund Architect (MFA) Mutual Fund Wrap Program
- Representative Managed Account (RMA)
with optional transaction fee to client or no transaction fee to client
- Separately Managed Accounts (SMA)
- Affordable Access to vast array of Institutional Money Managers at reasonable account size.
- Omniplanner Software for client reporting including performance reports, automated billing, house holding, and review tools
* Omniplanner is included in your monthly fee
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