Assets Under Management
$6.2M
Number of Clients
18
Number of Advisors
1
Average Client AUM
$347K
AUM per Advisor
$6.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
AG Wealth Management manages tailored investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is available for a quarterly fee. They use fundamental, technical, cyclical, and charting analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI, 48108