Advisory Group of San Francisco manages investment portfolios and offers comprehensive personal wealth management services for individuals, families, foundations, endowments, and retirement plans. The firm provides discretionary investment management, building customized asset allocation strategies primarily utilizing Dimensional Fund Advisors mutual funds, and integrates financial planning covering retirement, taxes, estate preservation, and cash flow analysis. Services are structured around different client levels, including Full-Service and Limited-Service wealth strategies, as well as the WealthStep Portfolio program designed for accounts starting at $100,000. Advisory Group of San Francisco operates as a fee-only registered investment advisor, meaning they are compensated exclusively by client fees and do not sell financial products or receive sales commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Effective annual fee typically ranges from 0.35% to 1.10% of assets under management. Specific programs like WealthStep charge 0.85%.