AG Global Advisors provides investment advice tailored to individual client needs. AGGA manages client assets on a non-discretionary basis, meaning they suggest trades, but the client must approve each one. AGGA does not take custody of client assets but helps clients find custodial entities. AGGA is compensated by receiving a percentage of the client’s assets under management.
Assets Under Management$100M
Clients13
Advisors1
Avg. per Client$7.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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