Asset Management Group is a registered investment advisor based in Stamford, Connecticut, offering ongoing portfolio management, comprehensive financial plans, and consulting services since 1983. The firm manages investment portfolios on a discretionary basis, tailoring recommendations to each client's specific goals regarding capital appreciation, growth, or income. In addition to managing investments, Asset Management Group creates written financial plans that cover cash flow, tax strategies, estate planning, retirement preparation, and insurance needs. The firm also offers consulting on isolated financial topics or non-securities matters. Asset Management Group works primarily with individuals, high net worth individuals, trusts, estates, corporations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $17.5M | 0.75% |
| $17.5M - $42.5M | 0.65% |
| $42.5M - $92.5M | 0.50% |
| $92.5M+ | 0.25% |
Includes an initial set-up fee of $100 to $10,000. Fees and minimums may be negotiable based on client circumstances, asset size, and relationship length.