The Advisors Group offers financial planning and investment management services to individuals, trusts, estates, and small businesses. They create a client profile to understand your financial situation, goals, and needs. For investment management clients, they develop a suitability profile and an investment policy statement. They manage investment portfolios on a discretionary basis, tailoring advice to meet your objectives and risk tolerance. Financial planning may include net worth statements, cash flow management, tax planning, insurance review, retirement planning, and estate planning.
Assets Under Management$140M
Clients194
Advisors2
Avg. per Client$730K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are up to 1.50% for assets under $500,000. 529 accounts are charged 0.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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