AGH Wealth Advisors is an investment advisor that manages investment portfolios and provides consulting services. AGH Wealth offers a wrap fee program where a single fee covers portfolio management, custodial services, and transaction costs. AGH Wealth also provides general consulting services, including retirement, tax, and investment planning. They also offer retirement plan consulting services to individuals and businesses.
Fee Structure
AGH Wealth manages client accounts through a wrap fee program. This means you pay one bundled fee that covers investment management, custodial services, and trading costs. The exact fee is negotiable, but it will not exceed 2.00% annually. This fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance.