AGG Asset Management offers investment management and financial planning services to help clients meet their financial goals. The firm works with clients to understand their financial situation, goals, and risk tolerance. They then create an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced as needed. AGG Asset Management also offers wrap fee accounts to legacy clients only.
Assets Under Management$51M
Clients64
Advisors1
Avg. per Client$800K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual fee is 1.20%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...