Assetguard Financial Services (AGFS) provides ongoing portfolio management based on individual client goals and risk tolerance. AGFS creates an Investment Policy Statement for each client. AGFS also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. AGFS generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$680K
Clients29
Advisors1
Avg. per Client$24K
Avg. per Advisor$680K
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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