A.G.P / Alliance Global Partners
Assets Under Management
$1.7B
Number of Clients
5,849
Number of Advisors
123
Average Client AUM
$289K
AUM per Advisor
$13.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
A.G.P. / Alliance Global Partners, LLC is an SEC-registered broker-dealer and investment adviser. They offer individual portfolio management, sub-advisory programs, third-party management programs, and retirement plan programs. A.G.P. also provides financial planning services charged on an hourly basis. EPC Advisors Group, a division of A.G.P., focuses on international securities.
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
Location
88 Post Road West, 2nd Floor, Westport, CT, 06880