A.G.P. / Alliance Global Partners is a financial firm that manages investment portfolios and offers financial planning. A.G.P. provides services through individual portfolio management, third-party money managers, and retirement plan programs. A.G.P.'s investment advisor representatives may also be registered as sales representatives with A.G.P.'s broker-dealer, potentially offering both investment advisory and brokerage services.
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.