Advisors Management Group manages investment portfolios and provides personalized financial planning and business consulting. The firm designs and monitors custom portfolios utilizing exchange-traded funds, mutual funds, individual stocks, and bonds across five main asset allocation strategies. Advisors Management Group works with individuals, trusts, estates, charitable organizations, and employee benefit plan participants, tailoring recommendations to each client's specific risk tolerance, time horizon, and financial goals. In addition to investment management, the firm offers comprehensive financial planning, retirement plan participant consulting, and business consulting services. Advisors Management Group operates with a team-based approach, prioritizing diversification and continuous portfolio review while keeping client assets custodied with independent broker-dealers like Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees may be negotiable under limited circumstances.