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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,
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. He is a member of the Los Angeles Society of Financial Analysts.
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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:
- Fee-only service means no sales pressure.
- 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 |
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