Asset Guidance Group (AGG) offers financial planning and investment management services, including traditional assets, digital assets, and foreign exchange investments. AGG provides both discretionary and non-discretionary asset management. Financial planning covers investments, taxes, retirement, insurance, and estate planning. AGG also offers proprietary trading models and may recommend third-party managers. All clients engaging in investment management must either engage in comprehensive financial planning or meet a $250,000 minimum of assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $500K | 1.45% |
| $500K+ | 1.00% |
Annual administrative fee may be negotiable. AGG also charges performance fees in addition to AUM fees for Qualified Investors. A qualified investor is a client holding > $1.1M USD AUM or $2.2M net worth (USD). For DA, fees mirror TradFi, but with added volatility disclosure.