Advisor at American Financial Advisors Inc
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
American Financial Advisors Inc
Location
Winter Park, FL 32789
Credentials
Series 63, Series 65
Industry experience
18 years
Mark Bras is a financial advisor with American Financial Advisors Inc., holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at American Financial Advisors since 2007 and also owns American Financial Consulting Service, providing financial planning services. In addition to his advisory work, Bras is an airline captain and trainer for American Airlines, flying the Boeing 737. American Financial Advisors serves a diverse client base including individual households, retirement accounts, trusts, and private foundations. The firm employs a committee-driven investment approach focused on passive asset-class allocation using low-cost index funds and manages accounts on a non-discretionary basis with periodic rebalancing and client approval.
Based on American Financial Advisors Inc
Based on American Financial Advisors Inc
Financial planning fixed fees ranging from $325 to $5,000
$0 - $1,000,000: 1.08% annually $1,000,001 - $2,000,000: 0.88% annually $2,000,001 - $5,000,000: 0.73% annually $5,000,001+: 0.58% annually
Insurance commissions received by certain advisors for insurance products sold (not by the firm)
$325/hour for professional services and $175/hour for staff time
Fee-only: Financial planning fixed fees ranging from $325 to $5,000; hourly fees of $325/hour for professional services and $175/hour for staff time
1031 W Morse Blvd., Ste. 110
Winter Park, FL 32789
Florida · Texas
American Financial Consulting Service, Inc.
2011 - Present (15 years)
American Financial Advisors Inc.
2007 - Present (19 years)
American Airlines, Inc.
1989 - Present (37 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
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Orlando, FL
LE Capital Management LLC
Series 65
Orlando, FL
Empire Financial Group, LLC
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, CFA®, Series 66
Orlando, FL
Jake Carris Financial Planning
Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
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