Afs Wealth Management Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,565,400
Clients
61
Advisors
1
of 1 employees
About
AFS Wealth Management LLC is a registered investment adviser that provides discretionary portfolio management and financial consulting to individuals, including high‑net‑worth clients. The firm reports managing roughly $39.8 million in client assets across about 61 client relationships.
The firm uses firm-developed model portfolios covering a range of risk tolerances and employs methods such as modern portfolio theory, charting, and cyclical analysis, with investment exposure to equities, corporate and municipal debt, ETFs, REITs and money market funds. AFS typically manages cash balances and operates with discretionary trading authority while allowing clients to impose written restrictions; the brochure notes tax considerations are important but not the primary objective of portfolio management and recommends consultation with a tax professional.
A distinguishing element is that AFS serves charitable organizations in addition to individual clients, a client type that is relatively uncommon among independent advisers of this size. The firm’s lead advisor holds CFP certification, and the firm routinely directs custody and trade execution to a single qualified custodian, a practice that influences access to institutional research and the terms of trade execution.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $2,500,000: 1.00% Over $2,500,000+: 0.80%
$75.00 per hour
Main office
288 Depot Street
Chester VT 05143
Advisors at this office
1
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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