Asset Management Services Group (AMSG) creates and manages financial strategies for individuals and businesses. AMSG uses a questionnaire to determine your risk tolerance and time horizon, then matches you with one of their AMSG Profile Portfolios. AMSG manages these portfolios by systematically moving assets in mutual funds and variable annuities, making buy/sell decisions based on price trend management. AMSG offers Conservative, Moderate, Growth, and Maximum Growth portfolios.
Assets Under Management$4.8M
Clients54
Advisors1
Avg. per Client$89K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In addition to AMSG's fees, clients will also pay internal fees charged by the mutual funds or variable annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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