Asset Management Group (AMG) offers investment management and financial planning services. AMG manages investments based on individual client needs and goals, offering discretionary management. Financial planning services include comprehensive plans covering cash flow, tax and estate planning, retirement, portfolio management, and insurance. AMG also provides consulting services on specific financial topics. AMG is legally required to act in your best interest.
Assets Under Management$900M
Clients264
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$450M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,187
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $17.5M | 0.75% |
| $17.5M - $42.5M | 0.65% |
| $42.5M - $92.5M | 0.50% |
| $92.5M+ | 0.25% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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