AKG Financial is a fee-only registered investment advisor. AKG provides continuous investment advice tailored to individual client needs, developing investment plans with asset allocation targets and managing portfolios. AKG also offers financial planning services, including cash flow and debt management, college savings, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or as an ongoing engagement.
Assets Under Management$91M
Clients24
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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