AGP Franklin, LLC, operating under the business names Aspen Grove Asset Management and Strong Tower Wealth Management, offers customized wealth management services to individuals and high-net-worth clients. The firm builds personalized investment portfolios primarily using individual stocks, mutual funds, bonds, exchange-traded funds, and real estate investment trusts, focusing on long-term growth and fundamental analysis. AGP Franklin also provides financial planning covering retirement, personal savings, education, insurance, and other areas as part of its wealth management services. The firm operates as a registered investment advisor legally required to act in your best interest and uses a bundled fee structure that covers certain custodial and administrative costs. AGP Franklin generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Wealth management fees range up to 2.25% annually based on scope, complexity, and assets managed. Fees are negotiable at the firm's discretion and include certain custodial and administrative costs.