Aog Wealth Management
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AOG Wealth Management provides tailored advisory services, including the AOG Wealth Management Program (asset management) and financial planning. They determine asset allocation based on client goals and risk tolerance, managing accounts on a discretionary or non-discretionary basis. AOG uses a modified endowment model portfolio allocation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
AOG's fees are negotiable. For asset management, you'll pay an annual fee based on a percentage of your portfolio's value: 1.25% on the first $1,000,000, 1.00% on the next $4,000,000, and 0.80% on amounts above $5,000,000. These fees are taken directly from your account. You'll also pay transaction charges, custodial fees, and other fees charged by the broker/dealer or custodian. Financial planning fees are fixed or hourly, depending on the service. Fixed fees range from $1,800 to $3,000 in the first year, then $120 to $200 per month. Hourly fees are $250 per hour.
Areas of Practice
Location
11911 Freedom Drive, Suite 730, Reston, VA, 20190