Aog Wealth Management

Alpha Omega Group, Inc. dba AOG Wealth Management is an investment advisory firm established in May 2000 and registered in 2013. The firm offers customized asset management programs and financial planning services. Clients can opt for the AOG Wealth Management Program, where the firm determines an asset allocation based on individual financial goals and manages the account on a discretionary basis. AOG utilizes a modified endowment model portfolio allocation, aiming for higher returns by investing in various asset classes and vehicles. The firm also offers financial planning services based on clients' financial situations and goals. AOG does not charge performance-based fees and primarily serves individuals, high net worth individuals, endowments, and corporations. The firm conducts economic analysis, fundamental, and technical analysis to manage client portfolios. AOG's fee structure is tiered based on household value, with fees ranging from 0.80% to 1.25%. Clients are charged transaction fees, and advisory fees are collected directly from accounts. AOG does not offer a wrap fee program. The firm does not have custody of client assets, and clients receive quarterly statements from the account custodian. AOG is a fiduciary and acts in clients' best interests. The firm has a code of ethics, and associated persons do not trade ahead of clients. AOG is affiliated with Schwab for brokerage and custodial services, providing access to various investment products and services. The firm conducts annual reviews for managed accounts and offers financial planning services with fixed and hourly fees. AOG does not compensate non-employees for referrals and does not receive economic benefits from non-clients. The firm does not vote client securities and has no financial conditions that may impair its ability to meet client commitments.