Ben Dembin is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 32 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
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