ADG Wealth Management Group offers investment advice, financial planning, and portfolio management services. As an active money manager, ADG uses technical and fundamental indicators to determine market strength and value, repositioning client accounts accordingly. Financial planning services include advice on insurance, estate tax, income tax, and retirement or business planning. ADG may also refer clients to third-party money managers.
Assets Under Management$340M
Clients569
Advisors3
Avg. per Client$590K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are negotiable and will not exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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