AS
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
590 Madison Avenue, 28th Floor, New York, NY, 10022
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020Withdrawn
Other Business Activities
Andrew is the trustee of the PDS Family Hycet Trust since 2012. He also receives royalties from a non-investment-related book published in 2012, requiring minimal time.
Employment History
Current Registrations
A.G.P. / Alliance Global Partners Broker
October 2015 - Present · 10 yrs 3 mos
A.G.P / Alliance Global Partners
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Euro Pacific Capital, INC. Broker
March 2008 - September 2015 · 7 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.