AG Wealth Management (AGWM) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. AGWM works with clients to create a financial plan tailored to their goals and values. AGWM also provides retirement plan advisory and consulting services to plan sponsors.
Assets Under Management$9.2M
Clients18
Advisors2
Avg. per Client$510K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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