A&G Financial Management offers ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide portfolio selection. A&G Financial Management primarily invests in mutual funds, equities, bonds, ETFs, and REITs. Clients can place restrictions on investments, but A&G Financial Management may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$38M
Clients147
Advisors1
Avg. per Client$260K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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