AG Asset Advisory offers personalized investment advice and management to individuals, families, and retirement plans. Services include investment management, wealth advisory consulting, and pension consulting. AG Asset Advisory tailors its advice to each client's financial needs and investment objectives. For investment management, AG Asset Advisory can manage accounts with or without discretion, depending on the client's preference.
Assets Under Management$440M
Clients37
Advisors2
Avg. per Client$12M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for accounts above $100,000,000. Some clients may be subject to a different fee schedule that was effective at the time they became a client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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