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Brett Heath Kaufman

AFC MANAGEMENT, LLC·WEST PALM BEACH, Florida
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525 OKEECHOBEE BLVD, WEST PALM BEACH, FL 33401CRD# 5514420Firm CRD# 311281
01

About

Brett Heath Kaufman is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with AFC MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AFC MANAGEMENT, LLC
AFC MANAGEMENT, LLC
AUM
$467M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at AFC MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5514420
Firm CRD# 311281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Heath Kaufman offer?
Brett Heath Kaufman specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Brett Heath Kaufman's credentials?
Brett Heath Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Heath Kaufman located?
Brett Heath Kaufman is based in WEST PALM BEACH, Florida, working with AFC MANAGEMENT, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Brett Heath Kaufman charge for services?
Brett Heath Kaufman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFC MANAGEMENT, LLC?
AFC MANAGEMENT, LLC has approximately 20 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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