AlbanyAdvisor Group (AAG) offers investment advice to individuals, high net worth individuals, trusts, estates, small businesses, and retirement plans. AAG creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using ETFs, mutual funds, individual stocks, and bonds. AAG also provides financial planning services, either as part of investment management or as a separate engagement, covering areas like retirement, education, and insurance needs. They may refer clients to other specialists like accountants or attorneys.
Fee Structure
AlbanyAdvisor Group's investment management fee ranges from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of the services, and the overall client relationship. The fee is calculated based on the market value of your investments at the end of each quarter and is deducted from your account. Fees may be negotiable.