Assured Advisory Group provides investment management and financial planning services tailored to individual client goals. They create investment plans based on clients' financial situations and risk tolerance, and manage investments with discretionary authority. Financial planning covers retirement, investments, taxes, insurance, and estate planning. They also offer educational seminars and workshops.
Fee Structure
Assured Advisory Group's main service is managing investments for a fee, based on a percentage of your portfolio's value. The exact percentage is negotiated and can vary depending on factors like your potential earnings, how much you invest, and the complexity of your account. The annual management fee will not exceed 2.00%. Fees are automatically deducted from your account each quarter.