Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
AOG Wealth Management provides asset management through the AOG Wealth Management Program and financial planning services. They customize asset allocations based on client goals and risk tolerance, using a modified endowment model. Financial planning assists clients in working toward their financial goals, but advice is not comprehensive.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
11911 Freedom Drive, Suite 730, Reston, VA, 20190