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

49696 Gratiot Avenue, Chesterfield, MI, 48051

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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.

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Other Business Activities

Alex is the Vice President of Business by the Bay, a networking group, dedicating minimal time. Alex is also the president of Boatman Financial Management PLLC, an investment-related DBA, spending full-time hours on this endeavor.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
January 2021 - Present · 5 yrs
A.G.P. / Alliance Global Partners
January 2021 - Present · 5 yrs
A.G.P. / Alliance Global Partners Broker
January 2021 - Present · 5 yrs
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
June 2020 - January 2021 · 7 mos
Stifel, Nicolaus & Company, Incorporated Broker
June 2020 - January 2021 · 7 mos
Edward Jones
February 2012 - June 2020 · 8 yrs 4 mos
Edward Jones Broker
November 2011 - June 2020 · 8 yrs 7 mos
State Registrations12 states
AZCACOFLMDMINJNYTXUTWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.