CA
CFP
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
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.
Learn about disclosures →Employment History
Current Registrations
A.G.P / Alliance Global Partners
June 2021 - Present · 4 yrs 7 mos
A.G.P. / Alliance Global Partners Broker
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Spirit of America Management CORP
May 2018 - June 2021 · 3 yrs 1 mo
David Lerner Associates, INC.Broker
October 2014 - June 2021 · 6 yrs 8 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.