About AFM

Taking The Mystery Out Of Investing

Advanced Financial Management was created to provide investors with relief from the traditionally mysterious atmosphere of investment firms.

At AFM, we believe you should never be involved in an investment you don't understand. When your financial future is involved, there's no such thing as a dumb question.

Advanced Financial Management Can Help You

We can accept funds from the following types of accounts:

  • IRAs or IRA Rollovers
  • 401K Rollovers
  • Mutual funds
  • Brokerage accounts
  • Savings accounts
  • Money Market accounts
  • CD accounts
  • Some variable annuities (call for details)

AFM will handle all the details of account transfer for you. For more information about how your funds are managed and protected, and how fees are calculated, see our Frequently Asked Questions (FAQ) page.

Donald Steinmann, Principal

Advanced Financial Management founder Donald Steinmann is an investment advisor registered with the State of California. Mr. Steinmann holds an MBA from Heriot-Watt University in Edinburgh, Scotland and a bachelor's degree in Information Systems from USNY in Albany, New York.

We're on the same team

We're on the same team

Our service is different from brokers and many other investment professionals. Ours is a fee-only service which provides AFM customers with two significant advantages over commission-based firms:

  1. Fee-only service means no sales pressure.

  2. At AFM we have a vested interest in maximizing each customer's profit while minimizing risk. Fees charged are a small percentage of the funds under management. For no more than the management charge of a no-load mutual fund, Advanced clients receive private investment counsel and complete money management services.

Portfolio Value Annual Percentage
First $250,000 1.20%
$250,000 to $1,000,000 0.80%
Over $1,000,000 0.60%
Minimum account: $75,000
Minimum quarterly fee: $100