The Advocate Group, LLC

The Advocate Group, LLC, established in 2002, specializes in providing investment advisory services primarily to senior officers of large companies and individuals. The firm, registered with the SEC since 2011, offers financial planning and investment management services tailored to each client's needs. Financial planning services cover various areas such as investment management, tax planning, retirement modeling, and risk management. The firm manages client assets totaling $713,330,620, with $710,227,117 under discretionary management. Fees are based on a percentage of assets under management, ranging from 0.35% to 0.95%, with negotiable annual financial planning fees typically ranging from $2,500 to $20,000. The Advocate Group acts as a fiduciary, ensuring full disclosure and acting in the best interests of clients. Clients can grant discretionary trading authority, allowing the firm to make trades without prior approval. The firm does not charge performance-based fees and provides investment recommendations based on individual client objectives and risk tolerance. Clients receive account statements quarterly and have the option to review and update their financial plans regularly. The Advocate Group does not engage in proxy voting on behalf of clients and does not require prepayment of fees.