A.G.P. / Alliance Global Partners provides a range of investment advisory services, including individual portfolio management, sub-advisory programs, third-party management programs, and retirement plan programs. The firm offers both discretionary and non-discretionary account management, tailored to individual client goals, risk tolerances, and time horizons. A notable specialty of A.G.P. / Alliance Global Partners is international investing through its EPC Advisors Group division, which focuses on foreign securities, dividend-paying small-cap companies, and precious metals to help clients diversify away from the U.S. dollar and hedge against inflation. Additionally, the firm offers customized financial planning services on an hourly basis. A.G.P. / Alliance Global Partners operates as a dually registered broker-dealer and registered investment advisor, utilizing clearing firms such as National Financial Services and the Royal Bank of Canada to custody client assets.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.