Advanced Advisor Group manages investment portfolios and provides financial consultations. The firm builds model portfolios tailored to individual client goals, risk tolerances, and timelines. In addition to investment management, Advanced Advisor Group offers non-asset management consulting on an hourly basis and assists clients with referrals to outside professionals for services such as estate planning, tax preparation, and accounting. The firm primarily serves individuals, business entities, charitable organizations, estates, and trusts.
Assets Under Management$11M
Clients58
Advisors52
Avg. per Client$190K
Avg. per Advisor$210K
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts have a separate fee schedule (0.60% for under $100,000 and 0.36% for $100,000 and above).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
52 Advisors at this firm
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