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Advisory Solutions Group

Fee-Only (% of Portfolio)Fixed/Hourly
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View SEC Summary

Advisory Solutions Group (ASG) provides personalized financial planning, consulting, and investment management services to individual clients. ASG also offers turnkey management services and business solutions to other registered investment advisory firms. ASG's services are delivered through a network of Investment Advisor Representatives (IARs).

Assets Under Management$410M
Clients807
Advisors39
Avg. per Client$510K
Avg. per Advisor$10M
mattfevolawealthmanagement.com ·meridianwealthalliance.com ·oakandvinewm.com 

Fee Structure

Investment management only (planning not offered)

ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.

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Location

39 Advisors at this firm

AC
Amy Campbell
AR
Amy Rusch
AA
Andrea Anastasio
AD
Ann Doty-Mitchell
AE
Ashley Eckles
CK
Christian Kang
DP
Devin Paine
EH
Eric Hallin
EK
Evan Kellenberger
HH
Hailey Hall
HK
CFP · ChFC
Hoon Kang
JH
James Haynes
JD
Joseph Dieckhaus
KR
Kathleen Rentz
KS
CFP
Kelly Stecklein
KK
Kevin Krieg
KC
ChFC
Kevin Canterbury
KC
Kurt Cretors
KM
Kyle Marks
MO
CFP
Mark O'neill
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