Asset Growth Associates Wealth Advisors (AGAWA) offers investment management based on individual client goals and risk tolerance. AGAWA creates an Investment Policy Statement for each client. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. AGAWA generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$8.4M
Clients90
Advisors2
Avg. per Client$94K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. AGAWA may direct clients to PVG Asset Management Corporation. In this case, AGAWA's fee is 0.70% and PVG's fee is 0.30%, totaling 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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