Advantage Retirement Group (ARG) provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. ARG creates customized investment strategies based on client goals, risk tolerance, and financial situations. ARG primarily uses exchange-traded funds and mutual funds, and may also use individual stocks and bonds. ARG also uses AE Wealth Management, LLC to help manage client accounts.
Fee Structure
Advantage Retirement Group's wealth management fees range from 0.60% to 1.40% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are paid monthly, based on the average daily balance. Fees may be negotiable at the Advisor's discretion.