Ag Wealth Management, Pllc
Assets Under Management
$6.2M
Number of Clients
18
Number of Advisors
1
Average Client AUM
$347K
AUM per Advisor
$6.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AG Wealth Management offers investment management services based on individual client needs, including developing investment policies and managing portfolios. They also provide financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer retirement plan advisory and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Investment management fees are based on a percentage of assets under management (AUM), as detailed in the fee table. Comprehensive financial planning has an upfront charge of $2,000, plus a quarterly fee ranging from $1,750 to $10,000 depending on complexity, offset by AUM fees. Hourly financial planning is available at $250 per hour. Seminars and speaking engagements range from free to $2,000. The minimum account size for investment management is $250,000.
Areas of Practice
Location
455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI, 48108