Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
602 College Avenue, Suite 3, Clemson, SC, 29631
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Charles owns Lundblade Properties, LLC, a rental property business, and dedicates minimal time to it. He is also the President and a financial advisor at Lundblade Financial Group, LLC, spending full-time advising clients on investments.