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:
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
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:
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 |