AMG Asset Management Group provides financial planning and investment management services to individuals, families, and businesses. Financial planning covers cash flow, tax, retirement, portfolio, insurance, education, and estate analysis. Investment management is offered on a discretionary basis, using model portfolios from sub-advisors. AMG does not sponsor wrap fee programs, but clients may be exposed to them through third-party programs.
Fee Structure
AMG Asset Management Group charges up to 1.85% of your portfolio annually for investment management. This fee includes AMG's management fee and sub-advisory fees. The fee is deducted monthly from your account. An additional $75 annual fee is charged for households with less than $100,000 on the advisory platform.