Ag Financial
Assets Under Management
$105.3M
Number of Clients
172
Number of Advisors
2
Average Client AUM
$612K
AUM per Advisor
$52.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AG Financial, LLC provides investment supervisory and consulting services, developing client-specific asset allocation plans, performing due diligence on securities and investment products, implementing investments, monitoring portfolios, and providing regular performance reporting. They also offer services to pension and profit sharing plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Fees are based on a percentage of assets under management (AUM) or a fixed-fee basis and are generally negotiable. The tiered AUM fee schedule is: Up to $500,000: 1.75%, $500,001 to $1,000,000: 1.50%, $1,000,001 and $2,500,000: 1.25%, Over $2,500,000: Negotiable. Investment consulting on a limited engagement basis is available for a fixed fee. Fees are exclusive of transaction fees, custodial fees, and direct investment manager fees.
Areas of Practice
Location
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT, 84121