AGP Franklin, operating as Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management services including investment management and financial planning to individuals and high net worth individuals. Investment strategies are primarily long-term focused, utilizing fundamental analysis. Financial planning covers investment, retirement, education savings, and insurance needs. Clients are not obligated to implement recommendations.
Fee Structure
AGP Franklin's wealth management fees are based on the value of your investments and are paid quarterly in advance. The annual fee can be up to 2.25%, depending on the complexity of your situation, the amount you invest, and your overall relationship with AGP Franklin. This fee includes certain custodial and administrative costs.