Ag Asset Advisory, LLC

AG Asset Advisory, LLC is a registered investment adviser based in Los Angeles, California, providing personalized investment advisory services since 2010. The firm offers services such as Investment Management, Wealth Advisory Consulting, and Pension Consulting. Investment Management services include discretionary and non-discretionary continuous investment management, with fees based on a tiered fee schedule. The firm generally requires a minimum account size of $5,000,000 but may waive or lower this fee at its discretion. Wealth Advisory Consulting services cover a range of financial planning areas, with fees negotiated based on case complexity. Pension Consulting services are offered to employee benefit plans, with fees based on a tiered fee schedule. AG Asset Advisory may recommend third-party money managers for client portfolios and offers a Consulting Program with management and performance fees. The firm acts as a fiduciary, providing investment advice in clients' best interests and avoiding conflicts of interest. Clients have control over their investments, with options for discretionary or non-discretionary management. The firm does not vote proxies on behalf of clients and maintains client privacy and data security.