CM
Firm Information
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%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
Get directionsRegulatory History (2)
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Regulatory
September 2015Final
Regulatory
January 2012Final
Employment History
Current Registrations
A.G.P. / Alliance Global Partners Broker
May 2021 - Present · 4 yrs 8 mos
A.G.P / Alliance Global Partners
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Aegis Capital CORP. Broker
December 2014 - May 2021 · 6 yrs 5 mos
Aegis Capital CORP.
December 2014 - May 2021 · 6 yrs 5 mos
Garden State Investment Advisory Services, LLC
May 2012 - January 2015 · 2 yrs 8 mos
Garden State Securities, INC.Broker
September 1998 - January 2015 · 16 yrs 4 mos
H.J. Meyers & Co., INC.Broker
September 1995 - November 1998 · 3 yrs 2 mos
Line Securities, INC.Broker
May 1995 - September 1995 · 4 mos
H.J. Meyers & Co., INC.Broker
March 1995 - April 1995 · 1 mo
State Registrations29 states
ARAZCACOCTDCDEFLGAHIILKYMAMDMIMNMONCNENJNYORPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.