Amanda Mcgrath is a CFP-designated registered investment advisor at Asset Advisory Group, INC., based in Kinnelon, NJ, with 16 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 171 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Advisory Group manages investments for clients, charging an annual fee based on the value of the portfolio. The annual fee ranges from 0.25% to 1.00% of the assets managed, regardless of whether the management is discretionary or non-discretionary. Fees are invoiced quarterly, in advance. All fees are negotiable.
Contact
Amanda Mcgrath
Location
170 Kinnelon Road, Suite 3, Kinnelon, NJ, 07405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Asset Advisory Group, INC.
Previous Registrations
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations2 states
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