George Zhuang is a registered investment advisor at A.G. Advisory Firm, LLC, based in Hyattsville, MD, with 1 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G. Advisory offers investment management services where you pay a percentage of your investments annually. The fee is up to 1.00% of your portfolio. A discounted rate may be offered if you also use A.G. Advisory for financial planning. Fees are paid quarterly in advance. The exact fee may be negotiable. A.G. Advisory also offers wealth management services where fees are up to 0.70% of assets under management annually.
Location
Hyattsville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George works full-time as a financial paraplanner for Cedar Cove Wealth, which is a "Doing Business As" name for investment advisory activities with Thrivent Advisor Network, LLC.
Employment History
Current Registrations
A.G. Advisory Firm, LLC
Previous Registrations
Thrivent Advisor Network, LLC
State Registrations1 state
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