Asset Advisory Group, Inc.: Your Trusted Financial Advisor
Asset Advisory Group, Inc. is a leading financial advisory firm that has been providing expert guidance and advice to clients for over 20 years. The firm takes a personalized approach to financial planning, taking into consideration each client’s unique goals and financial situation. Their team of experienced advisors are dedicated to helping clients make sound financial decisions and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Asset Advisory Group, Inc. offers a wide range of services and support to help clients reach their financial goals. Some of the key takeaways of their services include:
- Personalized financial planning
- Expert investment management
- Wealth preservation and growth strategies
- Tax planning and optimization
- Estate planning assistance
- Retirement planning and guidance
Facts and Insights
Asset Advisory Group, Inc. takes a data-driven and research-based approach to financial planning. Their team regularly analyzes market trends and economic forecasts to provide clients with the most up-to-date and accurate advice. Some key facts and insights about the firm include:
- Founded in 1999 in New York City
- Over $600 million in assets under management (as of December 2020)
- Over 40 highly skilled and experienced advisors
- Consistently ranked as one of the top financial advisory firms in the country
- Winner of multiple industry awards for their outstanding performance and service
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $600 million | Over 40 | Over 20 years |
Financial Services Offered
Asset Advisory Group, Inc. provides a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. Some of the key services offered by the firm include:
- Financial planning
- Investment management
- Tax planning and optimization
- Estate planning assistance
- Retirement planning and guidance
- Education planning
- Wealth preservation and growth strategies
- Insurance and risk management
Client Types
Asset Advisory Group, Inc. serves a diverse range of clients, including high-net-worth individuals, business owners, professionals, and retirees. The firm’s personalized approach to financial planning ensures that each client’s unique goals and financial needs are addressed effectively.
Fees & Compensation
Asset Advisory Group, Inc. is a fee-based firm, meaning they charge clients a percentage of assets under management as their fee. This incentivizes the firm to grow and protect their clients’ assets, as their success is directly tied to their clients’ success. The firm also receives compensation through fees paid by third-party companies for services such as referrals or custodial services.
Background
Founded in 1999 by John Smith, Asset Advisory Group, Inc. has grown to become one of the most reputable and successful financial advisory firms in the country. The firm’s commitment to excellence and client satisfaction has helped them build a strong reputation and a loyal client base. Their team of advisors is highly skilled and experienced, with extensive knowledge of the financial industry.
Financial Advisor Disclosures to Know
It is important for clients to be informed about any potential conflicts of interest or past disciplinary actions of their financial advisor. Asset Advisory Group, Inc. believes in full transparency and is happy to disclose any relevant information to their clients. Some of the potential disclosures to be aware of when working with the firm include:
- Any affiliations or business relationships with third-party companies
- Past regulatory or disciplinary actions against the firm or its advisors