Asset Management Group

AMG Asset Management Group Inc., also known as Asset Management Group Inc., is an SEC-registered investment adviser based in Cartersville, GA. Established in 2022, the firm offers investment advisory services, specializing in financial planning, portfolio management, and investment analysis. The firm's principal owner is Andrew J. Nida. AMG provides financial planning services covering cash flow analysis, tax planning, retirement analysis, portfolio analysis, insurance analysis, education savings analysis, and estate analysis. The firm offers discretionary portfolio management services, allowing them to make investment decisions on behalf of clients without prior approval. AMG manages $155,678,906 in client assets on a discretionary basis as of December 31, 2024. For financial planning services, fees range from $2,500 to $20,000, payable upon execution of the financial planning agreement. Portfolio management fees are up to 1.85% of assets under management, payable monthly. AMG does not accept performance-based fees and manages accounts for individuals, pension plans, trusts, estates, and other entities with a minimum requirement of $250,000. The firm does not vote proxies and does not have physical custody of client funds. AMG has implemented a privacy policy to safeguard client information and complies with regulations regarding the privacy of consumer financial information. Clients are encouraged to provide updated information to ensure accuracy in their files.