Asset Guidance Group, LLC

RIASEC Registered

Total AUM

$17M

Discretionary

$17M

100% of AUM

Avg account

$486K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Roswell, Georgia
CRD number: 291448
Website: www.assetguidancegroup.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI58.82%
Individuals41.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Guidance Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and principally serves individual and family clients. Its fee schedule is diverse, including percentage-of-AUM fees as well as hourly, subscription, fixed and other fee arrangements. Client-facing services emphasize planning and portfolio management: the firm provides financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and manager selection/oversight. The firm also engages in publishing periodicals or newsletters, offers market-timing services, and runs educational seminars and workshops. Asset Guidance Group is not identified as an active ESG investor and does not report multi-state adviser status.