A. Gary Shilling & Co. (AGS) manages investments for individuals, trusts, institutions, and retirement plans. AGS uses a "top down" approach, focusing on major economic themes to guide investment decisions. AGS primarily invests in liquid securities like ETFs. Client accounts aim for attractive total returns over a three-to-five-year period.
Assets Under Management$54M
Clients22
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$54M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
AGS charges advisory fees based on the client's account size and type. These fees are billed quarterly in advance. Clients also pay additional fees charged by the investments used, such as ETF expenses and brokerage fees. There is no termination fee, and clients can choose to be billed directly or have the fee deducted from their account.
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