AGW Capital Advisors helps clients make better use of their assets by setting investment goals, determining acceptable risk levels, and investing assets to maximize the chance of reaching those goals. AGW manages assets on a discretionary basis, but also offers non-discretionary services and investment advice. They offer services to retirement plans, including provider searches and fee benchmarking.
Assets Under Management$1.5B
Clients166
Advisors15
Avg. per Client$8.9M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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