Assets Under Management
$105.3M
Number of Clients
172
Number of Advisors
2
Average Client AUM
$612K
AUM per Advisor
$52.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
AG Financial, LLC provides fee-only investment supervisory and consulting services. They develop client-specific strategic asset allocation plans, perform security and investment product due diligence, implement investments, monitor portfolios, and provide regular client reporting. Advice is tailored to client objectives, risk tolerance, and financial goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable for amounts over $2,500,000. Using the previous tier's fee percentage as the starting point for negotiation.
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT, 84121