Accordant Advisory Group (AAG) offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. AAG manages investments through the Raymond James Ambassador Investment Account Program, a wrap fee program. Financial planning services cover personal finances, taxes, investments, insurance, retirement, and estate planning. AAG also provides consulting services to retirement plans.
Assets Under Management$280M
Clients189
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are for the Ambassador Investment Account Program, a wrap fee program. The fee includes execution and clearing charges. AAG retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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