Ben David Dembin

A.G.P / Alliance Global Partners

32 Years of Experience

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Firm Information

A.G.P / Alliance Global Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

123 advisors

Number of Clients

5,849 clients

Average Client Portfolio

$289K average

Assets Under Management

$1.7B

Fee Structure

A.G.P. charges fees based on a percentage of assets under management, which are negotiable and range up to 3%. These fees are payable quarterly in advance. Financial planning services are charged on an hourly basis. A.G.P. also sponsors a Wrap Fee Program with fees ranging up to 2%.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.