Advisor at AF Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AF Capital Management, LLC
Location
Marietta, GA
Credentials
Series 65
Industry experience
16 years
Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.
Based on AF Capital Management, LLC
$0 - $500,000: Plan A: 1.25%, minimum $240 $500,000 - $1,000,000: Plan A: 0.90% $1,000,000 - >$1,000,000: Plan A: 0.50% $0 - $500,000: Plan B: 1.50%, minimum $500 $500,000 - $1,000,000: Plan B: 1.25% $1,000,000 - $5,000,000: Plan B: 1.00% $5,000,000+: Plan B: 0.75% $0 - $500,000: Plan C: 1.75%, minimum $750 $500,000 - $1,000,000: Plan C: 1.50% $1,000,000 - $5,000,000: Plan C: 1.00% $5,000,000+: Plan C: 0.75% $0 - $1,000,000: Plan D: 2.00%, minimum $1,000 $1,000,000 - $2,000,000: Plan D: 1.75% $2,000,000 - $5,000,000: Plan D: 1.50% $5,000,000+: Plan D: 1.00%
Hourly fee for consultations with a two-hour minimum.
Account minimum: $50,000 Minimum fee: Minimum annual fees range from $240 to $1,000 depending on the investment management plan chosen Fee-only: Hourly fee for consultations with a two-hour minimum; payment due upon delivery of written plan/advice.
Marietta, GA
Georgia
AF Capital Management, LLC
2009 - Present (17 years)
Mytradersjournal.Com
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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