The Advisory Group of San Francisco (AGSF) offers wealth management and financial planning services to individuals, families, foundations, endowments, and other institutions. AGSF provides investment management services, including determining investment goals, time horizons, and risk tolerance. Financial planning services include cash flow analysis, retirement strategy, tax reduction strategy, and estate preservation. AGSF offers both Full-Service and Limited-Service options.
Fee Structure
AGSF offers investment management services to individuals and institutions. The annual fee typically ranges from 0.35% to 1.10% of the value of your portfolio. The standard minimum annual fee for institutional clients is $30,000, or $15,000. For the WealthStep Portfolio program, the annual fee is 0.85% of assets. AGSF requires a minimum asset value of $100,000 for the WealthStep Portfolio program.