AG Financial is a registered investment advisor based in Salt Lake City, Utah, that has been in business since 2006. AG Financial provides personalized investment management and consulting services tailored to each client's individual financial goals and risk tolerance. The firm uses broadly diversified portfolios and a systematic strategy to manage investments, developing unique investment policy statements for clients and providing regular performance reporting. In addition to individual wealth management, AG Financial offers investment advice and education to retirement plans and participants. The firm operates as a fiduciary, legally required to act in its clients' best interests.
Assets Under Management$100M
Clients188
Advisors2
Avg. per Client$550K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees for accounts over $2,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...