Advisors Management Group (AMG) offers investment management and financial planning services. AMG manages portfolios of ETFs, mutual funds, and individual stocks based on a client's financial situation, risk tolerance, and investment goals. AMG also provides financial planning services, creating plans that are monitored and updated regularly. AMG also offers business consulting services.
Assets Under Management$710M
Clients1,931
Advisors12
Avg. per Client$370K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees are negotiable under limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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