Asset Advisory Group provides financial planning and investment management services to individuals and corporations. Financial planning includes advice on investments, risk management, taxes, budgeting, retirement, estate planning, and college savings. Asset management services are provided on a discretionary or non-discretionary basis, with investment advice tailored to meet long-term investment goals.
Assets Under Management$480M
Clients171
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management (also available separately)
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.
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