Agnello Financial Group (AFG) provides investment management through its Advisor Managed Portfolios program, utilizing asset allocation planning software and Pershing, LLC for execution and custody. AFG also offers investment monitoring for assets held elsewhere and financial planning services covering various aspects like estate, tax, retirement, and investment analysis. AFG tailors its services to individual needs, considering financial goals, investment objectives, and risk tolerance.
Assets Under Management$380M
Clients173
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. The Advisory Representative servicing your account may charge more or less for the same service than another Advisory Representative of our firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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