A.G. Advisory provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. A.G. Advisory offers wealth management services, standalone investment management, and financial planning. The firm creates investment portfolios using ETFs, mutual funds, stocks, and bonds. Financial planning covers investment, retirement, education, and insurance needs. A.G. Advisory may refer clients to other specialists like accountants and attorneys.
Fee Structure
A.G. Advisory offers investment management services where you pay a percentage of your investments annually. The fee is up to 1.00% of your portfolio. A discounted rate may be offered if you also use A.G. Advisory for financial planning. Fees are paid quarterly in advance. The exact fee may be negotiable. A.G. Advisory also offers wealth management services where fees are up to 0.70% of assets under management annually.